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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 | $106,573 | $209,422-49.1% | $178,503-40.3% | $158,982-33.0% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 12.83% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $6,862 | $5,707+20.2% | $5,011+36.9% | $4,763+44.1% |
| Participant deferral / active EE | $7,596 | $5,955+27.6% | $5,202+46.0% | $5,983+27.0% |
| Admin fee / account holder | $553 | $17,079-96.8% | $13,987-96.0% | $11,252-95.1% |