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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 | $61,417 | $175,259-65.0% | $149,723-59.0% | $139,487-56.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.21% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,571 | $5,478-71.3% | $4,821-67.4% | $4,755-67.0% |
| Participant deferral / active EE | $6,066 | $6,522-7.0% | $5,682+6.7% | $6,713-9.6% |
| Admin fee / account holder | $952 | $16,158-94.1% | $13,215-92.8% | $11,407-91.7% |