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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 | $106,612 | $183,516-41.9% | $155,534-31.5% | $145,884-26.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.21% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $7,607 | $5,315+43.1% | $4,675+62.7% | $4,662+63.1% |
| Participant deferral / active EE | $8,335 | $6,467+28.9% | $5,630+48.0% | $6,690+24.6% |
| Admin fee / account holder | $1,232 | $19,293-93.6% | $15,900-92.3% | $13,392-90.8% |