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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 | $73,822 | $159,934-53.8% | $147,005-49.8% | $145,959-49.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.63% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $7,466 | $5,287+41.2% | $4,934+51.3% | $4,661+60.2% |
| Participant deferral / active EE | $8,582 | $8,427+1.8% | $8,070+6.3% | $6,689+28.3% |
| Admin fee / account holder | $890 | $15,053-94.1% | $13,006-93.2% | $13,398-93.4% |