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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 | $85,670 | $166,020-48.4% | $164,866-48.0% | $145,959-41.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 9.36% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $11,214 | $5,275+112.6% | $4,343+158.2% | $4,661+140.6% |
| Participant deferral / active EE | $7,585 | $6,961+9.0% | $6,033+25.7% | $6,689+13.4% |
| Admin fee / account holder | $971 | $16,644-94.2% | $12,689-92.3% | $13,398-92.8% |