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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 | $80,159 | $157,304-49.0% | $141,197-43.2% | $152,909-47.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 25.60% | 64.34%-38.7pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $9,100 | $5,263+72.9% | $4,736+92.1% | $4,764+91.0% |
| Participant deferral / active EE | $9,943 | $7,111+39.8% | $6,710+48.2% | $5,851+69.9% |
| Admin fee / account holder | $678 | $12,126-94.4% | $10,265-93.4% | $11,601-94.2% |