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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 | $72,935 | $202,463-64.0% | $169,397-56.9% | $139,487-47.7% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.2%+14.5pp | 80.3%+11.3pp |
| Annual return | 18.03% | 532.64%-514.6pp | 406.23%-388.2pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,920 | $4,694-37.8% | $4,013-27.2% | $4,755-38.6% |
| Participant deferral / active EE | $10,022 | $6,941+44.4% | $6,223+61.1% | $6,713+49.3% |
| Admin fee / account holder | $1,451 | $10,726-86.5% | $9,017-83.9% | $11,407-87.3% |