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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 | $95,286 | $198,461-52.0% | $170,436-44.1% | $147,585-35.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.55% | 257.30%-235.7pp | 205.94%-184.4pp | 578.57%-557.0pp |
| Employer contribution / active EE | $8,551 | $6,184+38.3% | $5,433+57.4% | $4,876+75.3% |
| Participant deferral / active EE | $6,349 | $5,629+12.8% | $4,939+28.5% | $5,439+16.7% |
| Admin fee / account holder | $2,173 | $16,852-87.1% | $13,880-84.3% | $10,885-80.0% |