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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 | $135,467 | $232,540-41.7% | $185,117-26.8% | $147,585-8.2% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 14.75% | 43.03%-28.3pp | 40.50%-25.7pp | 578.58%-563.8pp |
| Employer contribution / active EE | $8,962 | $5,195+72.5% | $4,182+114.3% | $4,876+83.8% |
| Participant deferral / active EE | $8,416 | $5,834+44.3% | $5,045+66.8% | $5,439+54.7% |
| Admin fee / account holder | $882 | $10,275-91.4% | $8,159-89.2% | $10,886-91.9% |