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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 | $76,931 | $107,363-28.3% | $92,909-17.2% | $152,897-49.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 15.08% | 145.63%-130.5pp | 109.44%-94.4pp | 345.43%-330.3pp |
| Employer contribution / active EE | $6,249 | $4,222+48.0% | $3,653+71.1% | $4,764+31.2% |
| Participant deferral / active EE | $1,971 | $4,848-59.3% | $4,238-53.5% | $5,851-66.3% |
| Admin fee / account holder | $16,783 | $7,082+137.0% | $5,795+189.6% | $11,599+44.7% |