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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 | $154,754-70.8% | $124,206-63.6% | $138,895-67.5% |
| Participation rate | 94.4% | 75.5%+19.0pp | 69.6%+24.9pp | 79.9%+14.5pp |
| Annual return | 16.05% | 709.28%-693.2pp | 515.27%-499.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,772 | $4,446-15.2% | $3,540+6.5% | $4,194-10.1% |
| Participant deferral / active EE | $6,514 | $4,621+41.0% | $3,968+64.2% | $6,396+1.8% |
| Admin fee / account holder | $870 | $6,690-87.0% | $5,929-85.3% | $12,562-93.1% |