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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 | $26,906 | $148,558-81.9% | $135,925-80.2% | $139,427-80.7% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 208.76% | 79.22%+129.5pp | 68.25%+140.5pp | 373.27%-164.5pp |
| Employer contribution / active EE | $4,179 | $5,244-20.3% | $4,857-14.0% | $4,752-12.1% |
| Participant deferral / active EE | $8,215 | $8,101+1.4% | $7,759+5.9% | $6,711+22.4% |
| Admin fee / account holder | $945 | $12,401-92.4% | $10,764-91.2% | $11,404-91.7% |