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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 | $55,532 | $208,088-73.3% | $186,193-70.2% | $154,746-64.1% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.1%+13.8pp | 80.7%+10.2pp |
| Annual return | 18.19% | 89.97%-71.8pp | 78.03%-59.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $11,893 | $4,340+174.0% | $3,918+203.5% | $4,379+171.6% |
| Participant deferral / active EE | $7,889 | $7,078+11.5% | $6,513+21.1% | $6,730+17.2% |
| Admin fee / account holder | $425 | $11,698-96.4% | $11,058-96.2% | $14,365-97.0% |