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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 | $84,111 | $166,268-49.4% | $165,100-49.1% | $145,897-42.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 13.84% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.4pp |
| Employer contribution / active EE | $12,281 | $5,284+132.4% | $4,348+182.4% | $4,663+163.4% |
| Participant deferral / active EE | $6,625 | $6,964-4.9% | $6,035+9.8% | $6,689-1.0% |
| Admin fee / account holder | $1,431 | $16,659-91.4% | $12,696-88.7% | $13,390-89.3% |