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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 | $97,176 | $185,883-47.7% | $170,043-42.9% | $139,466-30.3% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 20.00% | 60.54%-40.5pp | 53.40%-33.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $6,417 | $7,596-15.5% | $6,790-5.5% | $4,754+35.0% |
| Participant deferral / active EE | $11,759 | $11,626+1.1% | $10,410+13.0% | $6,712+75.2% |
| Admin fee / account holder | $919 | $15,393-94.0% | $12,824-92.8% | $11,409-91.9% |