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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 | $89,163 | $144,130-38.1% | $117,861-24.3% | $147,586-39.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 13.57% | 531.20%-517.6pp | 335.11%-321.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $2,812 | $4,897-42.6% | $3,786-25.7% | $4,876-42.3% |
| Participant deferral / active EE | $5,800 | $5,316+9.1% | $4,482+29.4% | $5,439+6.6% |
| Admin fee / account holder | $456 | $10,887-95.8% | $8,021-94.3% | $10,886-95.8% |