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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 | $103,931 | $183,539-43.4% | $155,556-33.2% | $145,897-28.8% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 12.44% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $8,426 | $5,315+58.5% | $4,675+80.2% | $4,663+80.7% |
| Participant deferral / active EE | $5,577 | $6,467-13.8% | $5,631-1.0% | $6,689-16.6% |
| Admin fee / account holder | $941 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |