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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 | $80,346 | $165,399-51.4% | $149,745-46.3% | $158,982-49.5% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 30.93% | 348.34%-317.4pp | 276.72%-245.8pp | 302.99%-272.1pp |
| Employer contribution / active EE | $4,454 | $5,105-12.7% | $4,646-4.1% | $4,763-6.5% |
| Participant deferral / active EE | $17,343 | $7,183+141.5% | $6,843+153.4% | $5,983+189.8% |
| Admin fee / account holder | $334 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |