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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 | $80,250 | $103,038-22.1% | $90,324-11.2% | $152,909-47.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 18.65% | 95.25%-76.6pp | 78.15%-59.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $3,528 | $3,141+12.3% | $2,856+23.5% | $4,764-25.9% |
| Participant deferral / active EE | $7,157 | $4,282+67.1% | $3,885+84.2% | $5,851+22.3% |
| Admin fee / account holder | $1,822 | $6,177-70.5% | $5,356-66.0% | $11,601-84.3% |