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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 | $84,897 | $160,040-47.0% | $147,096-42.3% | $145,877-41.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.63% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,246 | $5,289-19.7% | $4,936-14.0% | $4,663-9.0% |
| Participant deferral / active EE | $11,647 | $8,429+38.2% | $8,071+44.3% | $6,691+74.1% |
| Admin fee / account holder | $9,057 | $15,050-39.8% | $13,005-30.4% | $13,402-32.4% |