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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 | $125,911 | $160,040-21.3% | $147,096-14.4% | $145,877-13.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.36% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $6,273 | $5,289+18.6% | $4,936+27.1% | $4,663+34.5% |
| Participant deferral / active EE | $6,838 | $8,429-18.9% | $8,071-15.3% | $6,691+2.2% |
| Admin fee / account holder | $819 | $15,050-94.6% | $13,005-93.7% | $13,402-93.9% |