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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 | $99,497 | $99,652-0.2% | $78,778+26.3% | $147,586-32.6% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 15.40% | 47.28%-31.9pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $794 | $2,796-71.6% | $1,986-60.0% | $4,876-83.7% |
| Participant deferral / active EE | $5,987 | $3,664+63.4% | $2,958+102.4% | $5,439+10.1% |
| Admin fee / account holder | $5,197 | $7,155-27.4% | $5,134+1.2% | $10,886-52.3% |