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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 | $69,695 | $208,088-66.5% | $186,193-62.6% | $154,746-55.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 16.37% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,375 | $4,340+0.8% | $3,918+11.7% | $4,379-0.1% |
| Participant deferral / active EE | $1,882 | $7,078-73.4% | $6,513-71.1% | $6,730-72.0% |
| Admin fee / account holder | $300 | $11,698-97.4% | $11,058-97.3% | $14,365-97.9% |