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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 | $22,511 | $226,135-90.0% | $182,558-87.7% | $152,909-85.3% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.0%+12.9pp | 82.5%+8.5pp |
| Annual return | 21.81% | 192.60%-170.8pp | 148.59%-126.8pp | 345.46%-323.7pp |
| Employer contribution / active EE | $4,389 | $4,979-11.9% | $4,076+7.7% | $4,764-7.9% |
| Participant deferral / active EE | $7,708 | $6,371+21.0% | $5,526+39.5% | $5,851+31.7% |
| Admin fee / account holder | $10,064 | $10,707-6.0% | $8,594+17.1% | $11,601-13.2% |