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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 | $69,319 | $150,207-53.9% | $120,380-42.4% | $145,978-52.5% |
| Participation rate | 94.4% | 78.8%+15.7pp | 71.9%+22.5pp | 80.3%+14.2pp |
| Annual return | 17.36% | 154.28%-136.9pp | 107.28%-89.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $3,047 | $4,351-30.0% | $3,465-12.1% | $4,662-34.6% |
| Participant deferral / active EE | $6,841 | $6,175+10.8% | $4,992+37.0% | $6,690+2.3% |
| Admin fee / account holder | $322 | $12,203-97.4% | $9,421-96.6% | $13,400-97.6% |