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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 | $88,964 | $183,592-51.5% | $155,567-42.8% | $145,959-39.0% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.22% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $6,665 | $5,315+25.4% | $4,674+42.6% | $4,661+43.0% |
| Participant deferral / active EE | $4,920 | $6,464-23.9% | $5,628-12.6% | $6,689-26.4% |
| Admin fee / account holder | $1,085 | $19,318-94.4% | $15,916-93.2% | $13,398-91.9% |