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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 | $91,562 | $117,846-22.3% | $102,434-10.6% | $145,884-37.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 64.02% | 31.90%+32.1pp | 29.46%+34.6pp | 551.85%-487.8pp |
| Employer contribution / active EE | $2,504 | $3,615-30.7% | $3,023-17.2% | $4,662-46.3% |
| Participant deferral / active EE | $11,351 | $5,733+98.0% | $5,055+124.6% | $6,690+69.7% |
| Admin fee / account holder | $650 | $13,356-95.1% | $9,462-93.1% | $13,392-95.1% |