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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 | $130,749 | $217,432-39.9% | $185,849-29.6% | $167,536-22.0% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.69% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $11,539 | $5,875+96.4% | $5,169+123.2% | $4,839+138.4% |
| Participant deferral / active EE | $8,308 | $6,357+30.7% | $5,569+49.2% | $6,342+31.0% |
| Admin fee / account holder | $830 | $19,818-95.8% | $16,244-94.9% | $12,315-93.3% |