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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 | $66,409 | $111,878-40.6% | $93,727-29.1% | $145,897-54.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 13.24% | 204.28%-191.0pp | 133.83%-120.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,252 | $3,092-27.2% | $2,421-7.0% | $4,663-51.7% |
| Participant deferral / active EE | $8,355 | $4,920+69.8% | $4,417+89.1% | $6,689+24.9% |
| Admin fee / account holder | $474 | $10,256-95.4% | $8,292-94.3% | $13,390-96.5% |