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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 | $124,827 | $176,077-29.1% | $159,455-21.7% | $167,518-25.5% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 19.87% | 331.83%-312.0pp | 263.63%-243.8pp | 478.71%-458.8pp |
| Employer contribution / active EE | $7,539 | $5,298+42.3% | $4,830+56.1% | $4,838+55.8% |
| Participant deferral / active EE | $5,042 | $7,751-35.0% | $7,353-31.4% | $6,342-20.5% |
| Admin fee / account holder | $12,109 | $12,556-3.6% | $10,800+12.1% | $12,312-1.7% |