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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 | $67,821 | $217,427-68.8% | $185,837-63.5% | $167,518-59.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.22% | 148.39%-132.2pp | 122.08%-105.9pp | 478.71%-462.5pp |
| Employer contribution / active EE | $1,666 | $5,874-71.6% | $5,168-67.8% | $4,838-65.6% |
| Participant deferral / active EE | $9,944 | $6,357+56.4% | $5,568+78.6% | $6,342+56.8% |
| Admin fee / account holder | $1,228 | $19,816-93.8% | $16,241-92.4% | $12,312-90.0% |