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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 | $98,322 | $209,840-53.1% | $189,517-48.1% | $167,497-41.3% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 14.69% | 748.35%-733.7pp | 555.19%-540.5pp | 478.62%-463.9pp |
| Employer contribution / active EE | $7,356 | $6,914+6.4% | $6,162+19.4% | $4,838+52.1% |
| Participant deferral / active EE | $11,523 | $8,935+29.0% | $8,221+40.2% | $6,341+81.7% |
| Admin fee / account holder | $1,042 | $14,294-92.7% | $12,045-91.3% | $12,310-91.5% |