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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 | $60,955 | $175,231-65.2% | $149,696-59.3% | $139,466-56.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.41% | 166.77%-151.4pp | 134.46%-119.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,326 | $5,478-57.5% | $4,821-51.8% | $4,754-51.1% |
| Participant deferral / active EE | $5,879 | $6,521-9.8% | $5,682+3.5% | $6,712-12.4% |
| Admin fee / account holder | $944 | $16,155-94.2% | $13,212-92.9% | $11,409-91.7% |