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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 | $98,750 | $196,972-49.9% | $182,262-45.8% | $198,609-50.3% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 17.64% | 158.27%-140.6pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $4,445 | $5,364-17.1% | $5,046-11.9% | $5,055-12.1% |
| Participant deferral / active EE | $11,048 | $8,643+27.8% | $8,276+33.5% | $6,977+58.4% |
| Admin fee / account holder | $1,273 | $18,429-93.1% | $16,712-92.4% | $19,030-93.3% |