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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 | $64,829 | $165,399-60.8% | $149,745-56.7% | $158,982-59.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 28.48% | 348.34%-319.9pp | 276.72%-248.2pp | 302.99%-274.5pp |
| Employer contribution / active EE | $11,028 | $5,105+116.0% | $4,646+137.4% | $4,763+131.5% |
| Participant deferral / active EE | $10,160 | $7,183+41.5% | $6,843+48.5% | $5,983+69.8% |
| Admin fee / account holder | $1,272 | $10,811-88.2% | $9,312-86.3% | $11,252-88.7% |