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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 | $45,176 | $149,040-69.7% | $120,225-62.4% | $137,256-67.1% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 16.05% | 605.68%-589.6pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,772 | $4,350-13.3% | $3,475+8.5% | $4,156-9.2% |
| Participant deferral / active EE | $6,514 | $4,655+40.0% | $3,999+62.9% | $6,407+1.7% |
| Admin fee / account holder | $870 | $6,348-86.3% | $5,696-84.7% | $12,270-92.9% |