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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 | $70,119 | $125,184-44.0% | $105,607-33.6% | $145,884-51.9% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 8.49% | 225.00%-216.5pp | 116.11%-107.6pp | 551.85%-543.4pp |
| Employer contribution / active EE | $3,768 | $3,720+1.3% | $3,167+19.0% | $4,662-19.2% |
| Participant deferral / active EE | $7,654 | $5,714+34.0% | $5,011+52.7% | $6,690+14.4% |
| Admin fee / account holder | $157,478 | $17,133+819.1% | $10,958+1337.1% | $13,392+1075.9% |