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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 | $77,975 | $175,231-55.5% | $149,696-47.9% | $139,466-44.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 23.38% | 166.77%-143.4pp | 134.46%-111.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $1,582 | $5,478-71.1% | $4,821-67.2% | $4,754-66.7% |
| Participant deferral / active EE | $7,270 | $6,521+11.5% | $5,682+27.9% | $6,712+8.3% |
| Admin fee / account holder | $2,432 | $16,155-84.9% | $13,212-81.6% | $11,409-78.7% |