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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 | $92,094 | $166,131-44.6% | $164,975-44.2% | $145,877-36.9% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.39% | 100.37%-88.0pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $9,337 | $5,276+77.0% | $4,343+115.0% | $4,663+100.2% |
| Participant deferral / active EE | $7,634 | $6,962+9.7% | $6,033+26.5% | $6,691+14.1% |
| Admin fee / account holder | $4,495 | $16,648-73.0% | $12,688-64.6% | $13,402-66.5% |