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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 | $166,242-54.7% | $165,071-54.4% | $145,884-48.4% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 16.00% | 100.44%-84.4pp | 70.17%-54.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $6,128 | $5,283+16.0% | $4,347+41.0% | $4,662+31.4% |
| Participant deferral / active EE | $5,714 | $6,964-17.9% | $6,035-5.3% | $6,690-14.6% |
| Admin fee / account holder | $833 | $16,658-95.0% | $12,695-93.4% | $13,392-93.8% |