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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 | $99,422 | $217,427-54.3% | $185,837-46.5% | $167,518-40.7% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 13.60% | 148.39%-134.8pp | 122.08%-108.5pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,254 | $5,874-61.6% | $5,168-56.4% | $4,838-53.4% |
| Participant deferral / active EE | $6,921 | $6,357+8.9% | $5,568+24.3% | $6,342+9.1% |
| Admin fee / account holder | $2,421 | $19,816-87.8% | $16,241-85.1% | $12,312-80.3% |