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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 | $69,826 | $107,368-35.0% | $92,915-24.9% | $152,909-54.3% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 20.11% | 145.64%-125.5pp | 109.45%-89.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,155 | $4,222-49.0% | $3,653-41.0% | $4,764-54.8% |
| Participant deferral / active EE | $6,151 | $4,848+26.9% | $4,238+45.1% | $5,851+5.1% |
| Admin fee / account holder | $1,014 | $7,082-85.7% | $5,796-82.5% | $11,601-91.3% |