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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 | $83,643 | $166,020-49.6% | $164,866-49.3% | $145,959-42.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 9.74% | 100.08%-90.3pp | 69.97%-60.2pp | 561.95%-552.2pp |
| Employer contribution / active EE | $10,747 | $5,275+103.7% | $4,343+147.5% | $4,661+130.6% |
| Participant deferral / active EE | $4,594 | $6,961-34.0% | $6,033-23.9% | $6,689-31.3% |
| Admin fee / account holder | $901 | $16,644-94.6% | $12,689-92.9% | $13,398-93.3% |