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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 | $90,971 | $68,398+33.0% | $94,664-3.9% | $75,173+21.0% |
| Participation rate | 96.7% | 76.1%+20.7pp | 80.8%+15.9pp | 67.2%+29.5pp |
| Annual return | 18.96% | 616.72%-597.8pp | 156.84%-137.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,956 | $2,701-27.6% | $3,673-46.7% | $2,671-26.8% |
| Participant deferral / active EE | $10,440 | $6,537+59.7% | $7,417+40.8% | $4,126+153.0% |
| Admin fee / account holder | $7,255 | $5,324+36.3% | $7,222+0.5% | $5,651+28.4% |