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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 | $106,229 | $160,028-33.6% | $147,080-27.8% | $145,884-27.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.39% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $7,841 | $5,286+48.3% | $4,933+58.9% | $4,662+68.2% |
| Participant deferral / active EE | $7,097 | $8,422-15.7% | $8,066-12.0% | $6,690+6.1% |
| Admin fee / account holder | $1,581 | $15,030-89.5% | $12,989-87.8% | $13,392-88.2% |