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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 | $110,149 | $217,432-49.3% | $185,849-40.7% | $167,536-34.3% |
| Participation rate | 89.5% | 86.1%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 15.02% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $7,842 | $5,875+33.5% | $5,169+51.7% | $4,839+62.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,440 | $19,818-87.7% | $16,244-85.0% | $12,315-80.2% |