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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 | $74,962 | $144,130-48.0% | $117,861-36.4% | $147,586-49.2% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 16.83% | 531.20%-514.4pp | 335.11%-318.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $9,410 | $4,897+92.2% | $3,786+148.5% | $4,876+93.0% |
| Participant deferral / active EE | $13,509 | $5,316+154.1% | $4,482+201.4% | $5,439+148.4% |
| Admin fee / account holder | $7,707 | $10,887-29.2% | $8,021-3.9% | $10,886-29.2% |