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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 | $124,083 | $154,193-19.5% | $130,045-4.6% | $139,466-11.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 56.35% | 32.51%+23.8pp | -137.30%+193.7pp | 373.66%-317.3pp |
| Employer contribution / active EE | $10,637 | $5,292+101.0% | $4,321+146.2% | $4,754+123.8% |
| Participant deferral / active EE | $7,395 | $6,709+10.2% | $5,820+27.1% | $6,712+10.2% |
| Admin fee / account holder | $312 | $13,989-97.8% | $10,600-97.1% | $11,409-97.3% |