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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 | $80,938 | $102,595-21.1% | $94,057-13.9% | $154,746-47.7% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 15.31% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $7,269 | $3,147+131.0% | $2,933+147.8% | $4,379+66.0% |
| Participant deferral / active EE | $8,129 | $5,118+58.8% | $4,709+72.6% | $6,730+20.8% |
| Admin fee / account holder | $765 | $7,736-90.1% | $7,244-89.4% | $14,365-94.7% |