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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 | $160,040-64.5% | $147,096-61.4% | $145,877-61.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.07% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $7,702 | $5,289+45.6% | $4,936+56.0% | $4,663+65.2% |
| Participant deferral / active EE | $6,987 | $8,429-17.1% | $8,071-13.4% | $6,691+4.4% |
| Admin fee / account holder | $529 | $15,050-96.5% | $13,005-95.9% | $13,402-96.1% |