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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 | $74,598 | $160,040-53.4% | $147,096-49.3% | $145,877-48.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.65% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,667 | $5,289-49.6% | $4,936-46.0% | $4,663-42.8% |
| Participant deferral / active EE | $5,872 | $8,429-30.3% | $8,071-27.2% | $6,691-12.2% |
| Admin fee / account holder | $523 | $15,050-96.5% | $13,005-96.0% | $13,402-96.1% |