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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 | $42,581 | $217,432-80.4% | $185,849-77.1% | $167,536-74.6% |
| Participation rate | 90.5% | 86.1%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 11.69% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $3,261 | $5,875-44.5% | $5,169-36.9% | $4,839-32.6% |
| Participant deferral / active EE | $6,718 | $6,357+5.7% | $5,569+20.6% | $6,342+5.9% |
| Admin fee / account holder | $364 | $19,818-98.2% | $16,244-97.8% | $12,315-97.0% |