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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 | $87,272 | $209,425-58.3% | $178,499-51.1% | $158,966-45.1% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 15.22% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $9,359 | $5,707+64.0% | $5,011+86.8% | $4,762+96.5% |
| Participant deferral / active EE | $4,472 | $5,955-24.9% | $5,202-14.0% | $5,983-25.2% |
| Admin fee / account holder | $1,120 | $17,078-93.4% | $13,986-92.0% | $11,250-90.0% |