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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 | $69,104 | $203,436-66.0% | $152,466-54.7% | $167,518-58.7% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.2%+15.9pp | 82.1%+12.0pp |
| Annual return | 26.25% | 13.80%+12.4pp | 757.33%-731.1pp | 478.71%-452.5pp |
| Employer contribution / active EE | $5,393 | $5,220+3.3% | $4,327+24.7% | $4,838+11.5% |
| Participant deferral / active EE | $9,736 | $6,716+45.0% | $5,820+67.3% | $6,342+53.5% |
| Admin fee / account holder | $1,027 | $22,506-95.4% | $15,805-93.5% | $12,312-91.7% |