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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 | $97,401 | $196,972-50.6% | $182,262-46.6% | $198,609-51.0% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 17.63% | 158.27%-140.6pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $9,119 | $5,364+70.0% | $5,046+80.7% | $5,055+80.4% |
| Participant deferral / active EE | $23,164 | $8,643+168.0% | $8,276+179.9% | $6,977+232.0% |
| Admin fee / account holder | $3,944 | $18,429-78.6% | $16,712-76.4% | $19,030-79.3% |