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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 | $85,612 | $183,539-53.4% | $155,556-45.0% | $145,897-41.3% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.45% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $6,496 | $5,315+22.2% | $4,675+38.9% | $4,663+39.3% |
| Participant deferral / active EE | $7,437 | $6,467+15.0% | $5,631+32.1% | $6,689+11.2% |
| Admin fee / account holder | $626 | $19,275-96.8% | $15,885-96.1% | $13,390-95.3% |