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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 | $45,424 | $175,257-74.1% | $149,717-69.7% | $139,456-67.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 16.23% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,351 | $5,477-75.3% | $4,820-72.0% | $4,753-71.6% |
| Participant deferral / active EE | $6,278 | $6,521-3.7% | $5,682+10.5% | $6,711-6.5% |
| Admin fee / account holder | $563 | $16,156-96.5% | $13,213-95.7% | $11,407-95.1% |