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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 | $37,665 | $159,934-76.4% | $147,005-74.4% | $145,959-74.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.80% | 98.24%-87.4pp | 418.76%-408.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $7,599 | $5,287+43.7% | $4,934+54.0% | $4,661+63.0% |
| Participant deferral / active EE | $9,817 | $8,427+16.5% | $8,070+21.6% | $6,689+46.8% |
| Admin fee / account holder | $9,620 | $15,053-36.1% | $13,006-26.0% | $13,398-28.2% |