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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 | $90,090 | $100,970-10.8% | $96,576-6.7% | $137,256-34.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 140.70% | 38.16%+102.5pp | 38.47%+102.2pp | 220.34%-79.6pp |
| Employer contribution / active EE | $4,309 | $3,809+13.1% | $3,553+21.3% | $4,156+3.7% |
| Participant deferral / active EE | $10,853 | $8,286+31.0% | $7,956+36.4% | $6,407+69.4% |
| Admin fee / account holder | $90,588 | $11,312+700.8% | $11,381+696.0% | $12,270+638.3% |