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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 | $88,200 | $102,595-14.0% | $94,057-6.2% | $154,746-43.0% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 10.83% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $3,932 | $3,147+24.9% | $2,933+34.1% | $4,379-10.2% |
| Participant deferral / active EE | $8,267 | $5,118+61.5% | $4,709+75.5% | $6,730+22.8% |
| Admin fee / account holder | $13,153 | $7,736+70.0% | $7,244+81.6% | $14,365-8.4% |