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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 | $112,194 | $176,105-36.3% | $159,474-29.6% | $167,536-33.0% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.01% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $9,912 | $5,299+87.1% | $4,831+105.2% | $4,839+104.8% |
| Participant deferral / active EE | $6,149 | $7,751-20.7% | $7,353-16.4% | $6,342-3.0% |
| Admin fee / account holder | $30,235 | $12,559+140.7% | $10,802+179.9% | $12,315+145.5% |