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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 | $107,589 | $159,978-32.7% | $147,041-26.8% | $145,978-26.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.82% | 98.36%-87.5pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $6,297 | $5,288+19.1% | $4,935+27.6% | $4,662+35.1% |
| Participant deferral / active EE | $7,338 | $8,429-12.9% | $8,071-9.1% | $6,690+9.7% |
| Admin fee / account holder | $1,559 | $15,053-89.6% | $13,006-88.0% | $13,400-88.4% |