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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 | $56,592 | $175,231-67.7% | $149,696-62.2% | $139,466-59.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 10.93% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $2,081 | $5,478-62.0% | $4,821-56.8% | $4,754-56.2% |
| Participant deferral / active EE | $6,884 | $6,521+5.6% | $5,682+21.2% | $6,712+2.6% |
| Admin fee / account holder | $1,684 | $16,155-89.6% | $13,212-87.3% | $11,409-85.2% |