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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 | $73,948 | $160,059-53.8% | $140,019-47.2% | $135,380-45.4% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | 21.70% | 911.48%-889.8pp | 651.17%-629.5pp | 519.81%-498.1pp |
| Employer contribution / active EE | $2,847 | $6,420-55.6% | $5,605-49.2% | $4,779-40.4% |
| Participant deferral / active EE | $5,842 | $7,641-23.5% | $6,927-15.7% | $5,609+4.2% |
| Admin fee / account holder | $356 | $13,328-97.3% | $10,705-96.7% | $10,828-96.7% |