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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 | $108,187 | $102,595+5.5% | $94,057+15.0% | $154,746-30.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 10.92% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $9,176 | $3,147+191.6% | $2,933+212.9% | $4,379+109.5% |
| Participant deferral / active EE | $7,295 | $5,118+42.5% | $4,709+54.9% | $6,730+8.4% |
| Admin fee / account holder | $12,328 | $7,736+59.4% | $7,244+70.2% | $14,365-14.2% |