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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 | $100,214 | $102,595-2.3% | $94,057+6.5% | $154,746-35.2% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 80.7%+14.5pp |
| Annual return | 16.43% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $5,115 | $3,147+62.5% | $2,933+74.4% | $4,379+16.8% |
| Participant deferral / active EE | $8,646 | $5,118+68.9% | $4,709+83.6% | $6,730+28.5% |
| Admin fee / account holder | $6,231 | $7,736-19.5% | $7,244-14.0% | $14,365-56.6% |