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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 | $33,900 | $148,623-77.2% | $135,974-75.1% | $139,466-75.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 19.07% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.6pp |
| Employer contribution / active EE | $7,548 | $5,246+43.9% | $4,859+55.3% | $4,754+58.8% |
| Participant deferral / active EE | $8,262 | $8,103+2.0% | $7,760+6.5% | $6,712+23.1% |
| Admin fee / account holder | $1,917 | $12,406-84.6% | $10,767-82.2% | $11,409-83.2% |