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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 | $95,314 | $217,432-56.2% | $185,849-48.7% | $167,536-43.1% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 11.30% | 148.42%-137.1pp | 122.10%-110.8pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,792 | $5,875-52.5% | $5,169-46.0% | $4,839-42.3% |
| Participant deferral / active EE | $6,464 | $6,357+1.7% | $5,569+16.1% | $6,342+1.9% |
| Admin fee / account holder | $1,120 | $19,818-94.4% | $16,244-93.1% | $12,315-90.9% |