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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 | $166,268-36.6% | $165,100-36.1% | $145,897-27.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.69% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,644 | $5,284+44.7% | $4,348+75.8% | $4,663+64.0% |
| Participant deferral / active EE | $7,644 | $6,964+9.8% | $6,035+26.7% | $6,689+14.3% |
| Admin fee / account holder | $15,285 | $16,659-8.2% | $12,696+20.4% | $13,390+14.1% |