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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 | $82,046 | $175,231-53.2% | $149,696-45.2% | $139,466-41.2% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 17.23% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,695 | $5,478-69.1% | $4,821-64.8% | $4,754-64.3% |
| Participant deferral / active EE | $6,284 | $6,521-3.6% | $5,682+10.6% | $6,712-6.4% |
| Admin fee / account holder | $17,447 | $16,155+8.0% | $13,212+32.1% | $11,409+52.9% |