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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 | $148,629-81.9% | $135,982-80.2% | $139,487-80.7% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 208.76% | 79.33%+129.4pp | 68.32%+140.4pp | 373.84%-165.1pp |
| Employer contribution / active EE | $4,179 | $5,247-20.3% | $4,859-14.0% | $4,755-12.1% |
| Participant deferral / active EE | $8,215 | $8,102+1.4% | $7,760+5.9% | $6,713+22.4% |
| Admin fee / account holder | $945 | $12,406-92.4% | $10,767-91.2% | $11,407-91.7% |