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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 | $83,960 | $99,921-16.0% | $85,009-1.2% | $145,959-42.5% |
| Participation rate | 95.5% | 74.1%+21.4pp | 67.5%+27.9pp | 80.3%+15.2pp |
| Annual return | 11.49% | 83.89%-72.4pp | 66.47%-55.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $4,378 | $3,233+35.4% | $2,728+60.5% | $4,661-6.1% |
| Participant deferral / active EE | $9,262 | $5,293+75.0% | $4,522+104.8% | $6,689+38.5% |
| Admin fee / account holder | $885 | $7,252-87.8% | $6,153-85.6% | $13,398-93.4% |