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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 | $69,078 | $159,978-56.8% | $147,041-53.0% | $145,978-52.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 15.93% | 98.36%-82.4pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $9,628 | $5,288+82.1% | $4,935+95.1% | $4,662+106.5% |
| Participant deferral / active EE | $13,803 | $8,429+63.8% | $8,071+71.0% | $6,690+106.3% |
| Admin fee / account holder | $1,954 | $15,053-87.0% | $13,006-85.0% | $13,400-85.4% |