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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 | $95,242 | $159,934-40.4% | $147,005-35.2% | $145,959-34.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.95% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $12,766 | $5,287+141.4% | $4,934+158.7% | $4,661+173.9% |
| Participant deferral / active EE | $8,909 | $8,427+5.7% | $8,070+10.4% | $6,689+33.2% |
| Admin fee / account holder | $1,163 | $15,053-92.3% | $13,006-91.1% | $13,398-91.3% |