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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 | $166,242-49.7% | $165,071-49.3% | $145,884-42.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 9.74% | 100.44%-90.7pp | 70.17%-60.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $10,747 | $5,283+103.4% | $4,347+147.2% | $4,662+130.5% |
| Participant deferral / active EE | $4,594 | $6,964-34.0% | $6,035-23.9% | $6,690-31.3% |
| Admin fee / account holder | $901 | $16,658-94.6% | $12,695-92.9% | $13,392-93.3% |