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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 | $99,310 | $176,077-43.6% | $159,455-37.7% | $167,518-40.7% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 12.72% | 331.83%-319.1pp | 263.63%-250.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $4,601 | $5,298-13.2% | $4,830-4.7% | $4,838-4.9% |
| Participant deferral / active EE | $9,048 | $7,751+16.7% | $7,353+23.1% | $6,342+42.7% |
| Admin fee / account holder | $6,779 | $12,556-46.0% | $10,800-37.2% | $12,312-44.9% |