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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 | $94,398 | $176,105-46.4% | $159,474-40.8% | $167,536-43.7% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 20.08% | 331.91%-311.8pp | 263.68%-243.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $9,129 | $5,299+72.3% | $4,831+89.0% | $4,839+88.6% |
| Participant deferral / active EE | $8,799 | $7,751+13.5% | $7,353+19.7% | $6,342+38.7% |
| Admin fee / account holder | $1,096 | $12,559-91.3% | $10,802-89.9% | $12,315-91.1% |