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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 | $91,374 | $142,354-35.8% | $125,529-27.2% | $155,188-41.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.7%+20.3pp | 80.8%+14.2pp |
| Annual return | 9.91% | 306.06%-296.2pp | 202.56%-192.6pp | 148.84%-138.9pp |
| Employer contribution / active EE | $6,625 | $3,501+89.2% | $3,058+116.7% | $4,248+56.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,311 | $19,392-62.3% | $16,298-55.1% | $14,480-49.5% |