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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 | $104,904 | $160,070-34.5% | $147,117-28.7% | $145,897-28.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.63% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,588 | $5,285-32.1% | $4,932-27.3% | $4,663-23.1% |
| Participant deferral / active EE | $7,659 | $8,419-9.0% | $8,065-5.0% | $6,689+14.5% |
| Admin fee / account holder | $851 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |