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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 | $102,476 | $125,778-18.5% | $114,563-10.6% | $154,746-33.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 14.21% | 295.14%-280.9pp | 241.09%-226.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $981 | $2,806-65.1% | $2,592-62.2% | $4,379-77.6% |
| Participant deferral / active EE | $7,797 | $4,445+75.4% | $4,142+88.2% | $6,730+15.8% |
| Admin fee / account holder | $427 | $8,190-94.8% | $7,623-94.4% | $14,365-97.0% |