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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 | $183,516-39.3% | $155,534-28.4% | $145,884-23.7% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.51% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $9,449 | $5,315+77.8% | $4,675+102.1% | $4,662+102.7% |
| Participant deferral / active EE | $3,795 | $6,467-41.3% | $5,630-32.6% | $6,690-43.3% |
| Admin fee / account holder | $376 | $19,293-98.0% | $15,900-97.6% | $13,392-97.2% |