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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 | $109,387 | $166,268-34.2% | $165,100-33.7% | $145,897-25.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 9.30% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $10,673 | $5,284+102.0% | $4,348+145.5% | $4,663+128.9% |
| Participant deferral / active EE | $13,740 | $6,964+97.3% | $6,035+127.6% | $6,689+105.4% |
| Admin fee / account holder | $567 | $16,659-96.6% | $12,696-95.5% | $13,390-95.8% |