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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 | $106,229 | $160,040-33.6% | $147,096-27.8% | $145,877-27.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.39% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $7,841 | $5,289+48.2% | $4,936+58.9% | $4,663+68.2% |
| Participant deferral / active EE | $7,097 | $8,429-15.8% | $8,071-12.1% | $6,691+6.1% |
| Admin fee / account holder | $1,581 | $15,050-89.5% | $13,005-87.8% | $13,402-88.2% |