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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 | $103,089 | $184,000-44.0% | $162,185-36.4% | $152,909-32.6% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.5%+12.0pp |
| Annual return | 21.20% | 150.80%-129.6pp | 115.61%-94.4pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,460 | $6,370-77.1% | $5,613-74.0% | $4,764-69.3% |
| Participant deferral / active EE | $3,785 | $8,033-52.9% | $7,297-48.1% | $5,851-35.3% |
| Admin fee / account holder | $500 | $13,124-96.2% | $10,844-95.4% | $11,601-95.7% |