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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 | $115,145 | $198,462-42.0% | $170,439-32.4% | $147,585-22.0% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 16.09% | 257.30%-241.2pp | 205.94%-189.9pp | 578.58%-562.5pp |
| Employer contribution / active EE | $8,853 | $6,184+43.2% | $5,433+63.0% | $4,876+81.6% |
| Participant deferral / active EE | $5,367 | $5,629-4.7% | $4,939+8.7% | $5,439-1.3% |
| Admin fee / account holder | $10,400 | $16,852-38.3% | $13,881-25.1% | $10,886-4.5% |