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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 | $55,357 | $176,105-68.6% | $159,474-65.3% | $167,536-67.0% |
| Participation rate | 95.8% | 85.0%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 15.82% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $3,601 | $5,299-32.0% | $4,831-25.5% | $4,839-25.6% |
| Participant deferral / active EE | $7,106 | $7,751-8.3% | $7,353-3.4% | $6,342+12.0% |
| Admin fee / account holder | $720 | $12,559-94.3% | $10,802-93.3% | $12,315-94.2% |