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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 | $98,971 | $171,492-42.3% | $150,734-34.3% | $198,609-50.2% |
| Participation rate | 86.4% | 81.4%+4.9pp | 78.4%+7.9pp | 82.4%+4.0pp |
| Annual return | 15.96% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $3,331 | $5,470-39.1% | $4,918-32.3% | $5,055-34.1% |
| Participant deferral / active EE | $7,058 | $6,259+12.8% | $5,610+25.8% | $6,977+1.2% |
| Admin fee / account holder | $1,236 | $17,628-93.0% | $14,905-91.7% | $19,030-93.5% |