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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 | $89,866 | $152,619-41.1% | $125,195-28.2% | $152,909-41.2% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.5%+7.0pp |
| Annual return | 22.32% | 54.85%-32.5pp | 43.79%-21.5pp | 345.46%-323.1pp |
| Employer contribution / active EE | $12,060 | $4,947+143.8% | $3,866+211.9% | $4,764+153.1% |
| Participant deferral / active EE | $9,070 | $5,869+54.6% | $4,937+83.7% | $5,851+55.0% |
| Admin fee / account holder | $869 | $13,437-93.5% | $9,704-91.0% | $11,601-92.5% |