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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 | $101,468 | $96,678+5.0% | $86,640+17.1% | $139,466-27.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 15.21% | 106.69%-91.5pp | 592.52%-577.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $9,054 | $3,265+177.3% | $3,024+199.4% | $4,754+90.5% |
| Participant deferral / active EE | $7,961 | $4,837+64.6% | $4,438+79.4% | $6,712+18.6% |
| Admin fee / account holder | $2,047 | $6,410-68.1% | $5,616-63.5% | $11,409-82.1% |