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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 | $125,184-49.1% | $105,607-39.6% | $145,884-56.3% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 11.70% | 225.00%-213.3pp | 116.11%-104.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,094 | $3,720+10.0% | $3,167+29.3% | $4,662-12.2% |
| Participant deferral / active EE | $5,183 | $5,714-9.3% | $5,011+3.4% | $6,690-22.5% |
| Admin fee / account holder | $2,704 | $17,133-84.2% | $10,958-75.3% | $13,392-79.8% |