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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 | $96,592 | $185,905-48.0% | $170,057-43.2% | $139,487-30.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 13.64% | 60.56%-46.9pp | 53.42%-39.8pp | 373.84%-360.2pp |
| Employer contribution / active EE | $8,359 | $7,597+10.0% | $6,790+23.1% | $4,755+75.8% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,099 | $15,397-1.9% | $12,826+17.7% | $11,407+32.4% |