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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 | $105,463 | $166,131-36.5% | $164,975-36.1% | $145,877-27.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.69% | 100.37%-90.7pp | 70.12%-60.4pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,644 | $5,276+44.9% | $4,343+76.0% | $4,663+63.9% |
| Participant deferral / active EE | $7,644 | $6,962+9.8% | $6,033+26.7% | $6,691+14.3% |
| Admin fee / account holder | $15,285 | $16,648-8.2% | $12,688+20.5% | $13,402+14.0% |