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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 | $100,376 | $160,028-37.3% | $147,080-31.8% | $145,884-31.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.51% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $9,182 | $5,286+73.7% | $4,933+86.1% | $4,662+96.9% |
| Participant deferral / active EE | $9,602 | $8,422+14.0% | $8,066+19.0% | $6,690+43.5% |
| Admin fee / account holder | $960 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |