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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 | $183,516-43.4% | $155,534-33.2% | $145,884-28.8% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 12.44% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $8,426 | $5,315+58.5% | $4,675+80.2% | $4,662+80.7% |
| Participant deferral / active EE | $5,577 | $6,467-13.8% | $5,630-0.9% | $6,690-16.6% |
| Admin fee / account holder | $941 | $19,293-95.1% | $15,900-94.1% | $13,392-93.0% |