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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 | $59,646 | $107,363-44.4% | $92,909-35.8% | $152,897-61.0% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 28.37% | 145.63%-117.3pp | 109.44%-81.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $5,325 | $4,222+26.1% | $3,653+45.7% | $4,764+11.8% |
| Participant deferral / active EE | $6,572 | $4,848+35.6% | $4,238+55.1% | $5,851+12.3% |
| Admin fee / account holder | $1,412 | $7,082-80.1% | $5,795-75.6% | $11,599-87.8% |