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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 | $67,216 | $107,368-37.4% | $92,915-27.7% | $152,909-56.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 19.01% | 145.64%-126.6pp | 109.45%-90.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $6,741 | $4,222+59.6% | $3,653+84.5% | $4,764+41.5% |
| Participant deferral / active EE | $6,994 | $4,848+44.3% | $4,238+65.0% | $5,851+19.5% |
| Admin fee / account holder | $1,438 | $7,082-79.7% | $5,796-75.2% | $11,601-87.6% |