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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 | $125,190-44.8% | $105,624-34.5% | $145,897-52.6% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 12.67% | 225.22%-212.5pp | 116.20%-103.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $8,391 | $3,720+125.5% | $3,168+164.9% | $4,663+80.0% |
| Participant deferral / active EE | $9,786 | $5,716+71.2% | $5,013+95.2% | $6,689+46.3% |
| Admin fee / account holder | $627 | $17,138-96.3% | $10,961-94.3% | $13,390-95.3% |