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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 | $111,305 | $183,539-39.4% | $155,556-28.4% | $145,897-23.7% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.51% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $9,449 | $5,315+77.8% | $4,675+102.1% | $4,663+102.7% |
| Participant deferral / active EE | $3,795 | $6,467-41.3% | $5,631-32.6% | $6,689-43.3% |
| Admin fee / account holder | $376 | $19,275-98.0% | $15,885-97.6% | $13,390-97.2% |