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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 | $72,619 | $175,231-58.6% | $149,696-51.5% | $139,466-47.9% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.45% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,067 | $5,478-44.0% | $4,821-36.4% | $4,754-35.5% |
| Participant deferral / active EE | $6,997 | $6,521+7.3% | $5,682+23.2% | $6,712+4.3% |
| Admin fee / account holder | $872 | $16,155-94.6% | $13,212-93.4% | $11,409-92.4% |