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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 | $113,337 | $183,978-38.4% | $162,171-30.1% | $152,885-25.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.5%+12.3pp |
| Annual return | 21.42% | 150.78%-129.4pp | 115.60%-94.2pp | 345.39%-324.0pp |
| Employer contribution / active EE | $4,577 | $6,370-28.2% | $5,613-18.5% | $4,763-3.9% |
| Participant deferral / active EE | $7,291 | $8,033-9.2% | $7,297-0.1% | $5,851+24.6% |
| Admin fee / account holder | $7,601 | $13,122-42.1% | $10,843-29.9% | $11,598-34.5% |