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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 | $56,783 | $159,934-64.5% | $147,005-61.4% | $145,959-61.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.07% | 98.24%-84.2pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $7,702 | $5,287+45.7% | $4,934+56.1% | $4,661+65.3% |
| Participant deferral / active EE | $6,987 | $8,427-17.1% | $8,070-13.4% | $6,689+4.5% |
| Admin fee / account holder | $529 | $15,053-96.5% | $13,006-95.9% | $13,398-96.1% |