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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 | $67,975 | $134,817-49.6% | $123,973-45.2% | $155,188-56.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 18.32% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,993 | $4,425-32.4% | $4,126-27.5% | $4,248-29.6% |
| Participant deferral / active EE | $12,888 | $5,706+125.8% | $5,247+145.6% | $6,531+97.3% |
| Admin fee / account holder | $2,095 | $13,245-84.2% | $11,799-82.2% | $14,480-85.5% |