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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 | $83,270 | $171,492-51.4% | $150,734-44.8% | $198,609-58.1% |
| Participation rate | 90.9% | 81.4%+9.5pp | 78.4%+12.5pp | 82.4%+8.5pp |
| Annual return | 13.80% | 804.70%-790.9pp | 600.81%-587.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $6,568 | $5,470+20.1% | $4,918+33.5% | $5,055+29.9% |
| Participant deferral / active EE | $11,250 | $6,259+79.7% | $5,610+100.5% | $6,977+61.3% |
| Admin fee / account holder | $38,506 | $17,628+118.4% | $14,905+158.3% | $19,030+102.3% |