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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 | $69,149 | $125,237-44.8% | $105,608-34.5% | $145,877-52.6% |
| Participation rate | 92.9% | 77.7%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 12.67% | 225.76%-213.1pp | 116.50%-103.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $8,391 | $3,720+125.5% | $3,167+164.9% | $4,663+79.9% |
| Participant deferral / active EE | $9,786 | $5,711+71.4% | $5,010+95.4% | $6,691+46.3% |
| Admin fee / account holder | $627 | $17,287-96.4% | $11,028-94.3% | $13,402-95.3% |