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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 | $86,616 | $99,875-13.3% | $146,866-41.0% | $86,983-0.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.5%+23.8pp |
| Annual return | 188.11% | 28.10%+160.0pp | 102.85%+85.3pp | 25.83%+162.3pp |
| Employer contribution / active EE | $5,199 | $3,224+61.3% | $4,425+17.5% | $2,584+101.2% |
| Participant deferral / active EE | $12,673 | $6,322+100.5% | $7,759+63.3% | $4,194+202.2% |
| Admin fee / account holder | $1,699 | $7,838-78.3% | $13,620-87.5% | $7,856-78.4% |