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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 | $101,519 | $144,130-29.6% | $117,861-13.9% | $147,586-31.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 18.47% | 531.20%-512.7pp | 335.11%-316.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $10,731 | $4,897+119.1% | $3,786+183.4% | $4,876+120.1% |
| Participant deferral / active EE | $4,298 | $5,316-19.2% | $4,482-4.1% | $5,439-21.0% |
| Admin fee / account holder | $936 | $10,887-91.4% | $8,021-88.3% | $10,886-91.4% |