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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,743 | $105,198-17.5% | $159,455-45.6% | $85,856+1.0% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+13.9pp | 69.3%+27.5pp |
| Annual return | 17.74% | 45.08%-27.3pp | 263.63%-245.9pp | 318.58%-300.8pp |
| Employer contribution / active EE | $3,635 | $3,319+9.5% | $4,830-24.7% | $2,565+41.7% |
| Participant deferral / active EE | $7,974 | $5,946+34.1% | $7,353+8.4% | $3,952+101.8% |
| Admin fee / account holder | $930 | $6,934-86.6% | $10,800-91.4% | $6,261-85.1% |