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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 | $91,186 | $144,130-36.7% | $117,861-22.6% | $147,586-38.2% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 15.91% | 531.20%-515.3pp | 335.11%-319.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $4,587 | $4,897-6.3% | $3,786+21.1% | $4,876-5.9% |
| Participant deferral / active EE | $10,613 | $5,316+99.6% | $4,482+136.8% | $5,439+95.1% |
| Admin fee / account holder | $8,302 | $10,887-23.7% | $8,021+3.5% | $10,886-23.7% |