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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 | $68,640 | $107,368-36.1% | $92,915-26.1% | $152,909-55.1% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 18.12% | 145.64%-127.5pp | 109.45%-91.3pp | 345.46%-327.3pp |
| Employer contribution / active EE | $6,454 | $4,222+52.8% | $3,653+76.6% | $4,764+35.5% |
| Participant deferral / active EE | $6,486 | $4,848+33.8% | $4,238+53.0% | $5,851+10.9% |
| Admin fee / account holder | $634 | $7,082-91.0% | $5,796-89.1% | $11,601-94.5% |