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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 | $63,775 | $125,190-49.1% | $105,624-39.6% | $145,897-56.3% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 11.70% | 225.22%-213.5pp | 116.20%-104.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,094 | $3,720+10.0% | $3,168+29.2% | $4,663-12.2% |
| Participant deferral / active EE | $5,183 | $5,716-9.3% | $5,013+3.4% | $6,689-22.5% |
| Admin fee / account holder | $2,704 | $17,138-84.2% | $10,961-75.3% | $13,390-79.8% |