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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 | $139,652 | $105,145+32.8% | $94,664+47.5% | $139,466+0.1% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 22.09% | 38.09%-16.0pp | 156.84%-134.8pp | 373.66%-351.6pp |
| Employer contribution / active EE | $9,520 | $4,107+131.8% | $3,673+159.2% | $4,754+100.2% |
| Participant deferral / active EE | $5,962 | $7,599-21.5% | $7,417-19.6% | $6,712-11.2% |
| Admin fee / account holder | $1,247 | $8,972-86.1% | $7,222-82.7% | $11,409-89.1% |