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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 | $114,015 | $202,326-43.6% | $172,745-34.0% | $152,870-25.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 18.95% | 1029.72%-1010.8pp | 802.90%-783.9pp | 345.34%-326.4pp |
| Employer contribution / active EE | $5,119 | $5,858-12.6% | $5,144-0.5% | $4,763+7.5% |
| Participant deferral / active EE | $9,285 | $5,948+56.1% | $5,197+78.6% | $5,850+58.7% |
| Admin fee / account holder | $5,035 | $17,110-70.6% | $13,954-63.9% | $11,597-56.6% |