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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 | $52,766 | $107,368-50.9% | $92,915-43.2% | $152,909-65.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 29.82% | 145.64%-115.8pp | 109.45%-79.6pp | 345.46%-315.6pp |
| Employer contribution / active EE | $11,827 | $4,222+180.1% | $3,653+223.7% | $4,764+148.3% |
| Participant deferral / active EE | $7,642 | $4,848+57.6% | $4,238+80.3% | $5,851+30.6% |
| Admin fee / account holder | $1,359 | $7,082-80.8% | $5,796-76.5% | $11,601-88.3% |