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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 | $106,396 | $176,120-39.6% | $159,487-33.3% | $167,553-36.5% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 16.35% | 331.95%-315.6pp | 263.71%-247.4pp | 478.89%-462.5pp |
| Employer contribution / active EE | $6,111 | $5,299+15.3% | $4,831+26.5% | $4,840+26.3% |
| Participant deferral / active EE | $3,495 | $7,752-54.9% | $7,354-52.5% | $6,343-44.9% |
| Admin fee / account holder | $671 | $12,561-94.7% | $10,804-93.8% | $12,316-94.6% |