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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 | $57,990 | $217,432-73.3% | $185,849-68.8% | $167,536-65.4% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 14.81% | 148.42%-133.6pp | 122.10%-107.3pp | 478.82%-464.0pp |
| Employer contribution / active EE | $2,299 | $5,875-60.9% | $5,169-55.5% | $4,839-52.5% |
| Participant deferral / active EE | $4,695 | $6,357-26.2% | $5,569-15.7% | $6,342-26.0% |
| Admin fee / account holder | $791 | $19,818-96.0% | $16,244-95.1% | $12,315-93.6% |