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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 | $121,557 | $144,130-15.7% | $117,861+3.1% | $147,586-17.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 15.26% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $9,190 | $4,897+87.7% | $3,786+142.7% | $4,876+88.5% |
| Participant deferral / active EE | $5,892 | $5,316+10.8% | $4,482+31.5% | $5,439+8.3% |
| Admin fee / account holder | $440 | $10,887-96.0% | $8,021-94.5% | $10,886-96.0% |