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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 | $115,562 | $129,737-10.9% | $119,126-3.0% | $154,746-25.3% |
| Participation rate | 91.3% | 78.9%+12.5pp | 75.8%+15.5pp | 80.7%+10.6pp |
| Annual return | 10.49% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $8,742 | $4,375+99.8% | $4,034+116.7% | $4,379+99.6% |
| Participant deferral / active EE | $4,429 | $5,842-24.2% | $5,318-16.7% | $6,730-34.2% |
| Admin fee / account holder | $1,935 | $11,961-83.8% | $10,693-81.9% | $14,365-86.5% |