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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 | $166,131-49.7% | $164,975-49.3% | $145,877-42.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 9.74% | 100.37%-90.6pp | 70.12%-60.4pp | 551.28%-541.5pp |
| Employer contribution / active EE | $10,747 | $5,276+103.7% | $4,343+147.5% | $4,663+130.5% |
| Participant deferral / active EE | $4,594 | $6,962-34.0% | $6,033-23.9% | $6,691-31.3% |
| Admin fee / account holder | $901 | $16,648-94.6% | $12,688-92.9% | $13,402-93.3% |