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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 | $78,791 | $226,135-65.2% | $182,558-56.8% | $152,909-48.5% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.5%+10.4pp |
| Annual return | 23.74% | 192.60%-168.9pp | 148.59%-124.8pp | 345.46%-321.7pp |
| Employer contribution / active EE | $982 | $4,979-80.3% | $4,076-75.9% | $4,764-79.4% |
| Participant deferral / active EE | $6,251 | $6,371-1.9% | $5,526+13.1% | $5,851+6.8% |
| Admin fee / account holder | $12,087 | $10,707+12.9% | $8,594+40.6% | $11,601+4.2% |