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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 | $61,610 | $176,105-65.0% | $159,474-61.4% | $167,536-63.2% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 18.87% | 331.91%-313.0pp | 263.68%-244.8pp | 478.82%-459.9pp |
| Employer contribution / active EE | $10,643 | $5,299+100.9% | $4,831+120.3% | $4,839+119.9% |
| Participant deferral / active EE | $10,291 | $7,751+32.8% | $7,353+39.9% | $6,342+62.3% |
| Admin fee / account holder | $2,074 | $12,559-83.5% | $10,802-80.8% | $12,315-83.2% |