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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 | $105,999 | $148,629-28.7% | $135,982-22.0% | $139,487-24.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 39.69% | 79.33%-39.6pp | 68.32%-28.6pp | 373.84%-334.2pp |
| Employer contribution / active EE | $11,985 | $5,247+128.4% | $4,859+146.7% | $4,755+152.1% |
| Participant deferral / active EE | $11,324 | $8,102+39.8% | $7,760+45.9% | $6,713+68.7% |
| Admin fee / account holder | $565 | $12,406-95.4% | $10,767-94.7% | $11,407-95.0% |