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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 | $110,689 | $183,516-39.7% | $155,534-28.8% | $145,884-24.1% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 13.01% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $9,204 | $5,315+73.2% | $4,675+96.9% | $4,662+97.4% |
| Participant deferral / active EE | $7,103 | $6,467+9.8% | $5,630+26.2% | $6,690+6.2% |
| Admin fee / account holder | $1,575 | $19,293-91.8% | $15,900-90.1% | $13,392-88.2% |