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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 | $74,759 | $202,460-63.1% | $169,385-55.9% | $139,456-46.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 21.45% | 532.07%-510.6pp | 405.82%-384.4pp | 373.45%-352.0pp |
| Employer contribution / active EE | $3,576 | $4,691-23.8% | $4,012-10.8% | $4,753-24.7% |
| Participant deferral / active EE | $7,576 | $6,938+9.2% | $6,221+21.8% | $6,711+12.9% |
| Admin fee / account holder | $527 | $10,719-95.1% | $9,011-94.2% | $11,407-95.4% |