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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 | $97,228 | $209,422-53.6% | $178,503-45.5% | $158,982-38.8% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 10.50% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $10,741 | $5,707+88.2% | $5,011+114.3% | $4,763+125.5% |
| Participant deferral / active EE | $5,622 | $5,955-5.6% | $5,202+8.1% | $5,983-6.0% |
| Admin fee / account holder | $4,674 | $17,079-72.6% | $13,987-66.6% | $11,252-58.5% |