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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 | $111,845 | $112,131-0.3% | $95,964+16.5% | $158,982-29.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 13.09% | 171.19%-158.1pp | 91.64%-78.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $6,356 | $3,199+98.7% | $2,541+150.1% | $4,763+33.5% |
| Participant deferral / active EE | $6,858 | $4,784+43.3% | $4,167+64.6% | $5,983+14.6% |
| Admin fee / account holder | $740 | $10,136-92.7% | $6,797-89.1% | $11,252-93.4% |