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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 | $113,141 | $183,539-38.4% | $155,556-27.3% | $145,897-22.5% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 16.21% | 61.31%-45.1pp | 64.84%-48.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,823 | $5,315-46.9% | $4,675-39.6% | $4,663-39.5% |
| Participant deferral / active EE | $8,394 | $6,467+29.8% | $5,631+49.1% | $6,689+25.5% |
| Admin fee / account holder | $723 | $19,275-96.3% | $15,885-95.5% | $13,390-94.6% |