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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 | $95,637 | $148,623-35.7% | $135,974-29.7% | $139,466-31.4% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 14.24% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $6,299 | $5,246+20.1% | $4,859+29.6% | $4,754+32.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,588 | $12,406-87.2% | $10,767-85.2% | $11,409-86.1% |