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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 | $100,357 | $102,595-2.2% | $94,057+6.7% | $154,746-35.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 13.18% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $6,566 | $3,147+108.6% | $2,933+123.8% | $4,379+49.9% |
| Participant deferral / active EE | $7,737 | $5,118+51.2% | $4,709+64.3% | $6,730+15.0% |
| Admin fee / account holder | $8,036 | $7,736+3.9% | $7,244+10.9% | $14,365-44.1% |