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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 | $32,614 | $166,131-80.4% | $164,975-80.2% | $145,877-77.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 17.15% | 100.37%-83.2pp | 70.12%-53.0pp | 551.28%-534.1pp |
| Employer contribution / active EE | $6,778 | $5,276+28.5% | $4,343+56.1% | $4,663+45.4% |
| Participant deferral / active EE | $6,281 | $6,962-9.8% | $6,033+4.1% | $6,691-6.1% |
| Admin fee / account holder | $854 | $16,648-94.9% | $12,688-93.3% | $13,402-93.6% |