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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 | $75,870 | $226,105-66.4% | $182,540-58.4% | $152,897-50.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 11.57% | 192.58%-181.0pp | 148.58%-137.0pp | 345.43%-333.9pp |
| Employer contribution / active EE | $7,901 | $4,978+58.7% | $4,076+93.9% | $4,764+65.9% |
| Participant deferral / active EE | $6,193 | $6,370-2.8% | $5,525+12.1% | $5,851+5.9% |
| Admin fee / account holder | $833 | $10,706-92.2% | $8,593-90.3% | $11,599-92.8% |