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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 | $75,335 | $166,268-54.7% | $165,100-54.4% | $145,897-48.4% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 16.00% | 100.52%-84.5pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $6,128 | $5,284+16.0% | $4,348+40.9% | $4,663+31.4% |
| Participant deferral / active EE | $5,714 | $6,964-18.0% | $6,035-5.3% | $6,689-14.6% |
| Admin fee / account holder | $833 | $16,659-95.0% | $12,696-93.4% | $13,390-93.8% |