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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 | $57,847 | $107,363-46.1% | $92,909-37.7% | $152,897-62.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 16.91% | 145.63%-128.7pp | 109.44%-92.5pp | 345.43%-328.5pp |
| Employer contribution / active EE | $7,381 | $4,222+74.8% | $3,653+102.0% | $4,764+55.0% |
| Participant deferral / active EE | $6,842 | $4,848+41.1% | $4,238+61.4% | $5,851+16.9% |
| Admin fee / account holder | $484 | $7,082-93.2% | $5,795-91.7% | $11,599-95.8% |