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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 | $77,075 | $165,381-53.4% | $149,730-48.5% | $158,966-51.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 192.32% | 348.29%-156.0pp | 276.70%-84.4pp | 302.95%-110.6pp |
| Employer contribution / active EE | $9,505 | $5,104+86.2% | $4,645+104.6% | $4,762+99.6% |
| Participant deferral / active EE | $3,521 | $7,182-51.0% | $6,843-48.5% | $5,983-41.1% |
| Admin fee / account holder | $934 | $10,809-91.4% | $9,310-90.0% | $11,250-91.7% |