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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 | $85,844 | $211,239-59.4% | $178,528-51.9% | $145,877-41.2% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 18.40% | 30.22%-11.8pp | 27.11%-8.7pp | 551.28%-532.9pp |
| Employer contribution / active EE | $11,930 | $4,570+161.0% | $3,950+202.0% | $4,663+155.8% |
| Participant deferral / active EE | $14,602 | $6,963+109.7% | $6,278+132.6% | $6,691+118.2% |
| Admin fee / account holder | $438 | $12,095-96.4% | $10,419-95.8% | $13,402-96.7% |