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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 | $146,743 | $198,457-26.1% | $170,435-13.9% | $147,586-0.6% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 11.03% | 257.30%-246.3pp | 205.94%-194.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $11,671 | $6,183+88.8% | $5,432+114.8% | $4,876+139.3% |
| Participant deferral / active EE | $3,995 | $5,629-29.0% | $4,939-19.1% | $5,439-26.5% |
| Admin fee / account holder | $3,704 | $16,852-78.0% | $13,881-73.3% | $10,886-66.0% |