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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 | $88,448 | $217,432-59.3% | $185,851-52.4% | $167,553-47.2% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 16.96% | 148.43%-131.5pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $8,216 | $5,874+39.9% | $5,168+59.0% | $4,840+69.8% |
| Participant deferral / active EE | $7,080 | $6,357+11.4% | $5,569+27.1% | $6,343+11.6% |
| Admin fee / account holder | $326 | $19,820-98.4% | $16,245-98.0% | $12,316-97.4% |