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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 | $98,612 | $209,874-53.0% | $189,537-48.0% | $167,536-41.1% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 12.97% | 748.61%-735.6pp | 555.34%-542.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $7,191 | $6,913+4.0% | $6,161+16.7% | $4,839+48.6% |
| Participant deferral / active EE | $6,896 | $8,934-22.8% | $8,220-16.1% | $6,342+8.7% |
| Admin fee / account holder | $1,128 | $14,299-92.1% | $12,048-90.6% | $12,315-90.8% |