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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 | $108,336 | $111,878-3.2% | $93,727+15.6% | $145,897-25.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 14.34% | 204.28%-189.9pp | 133.83%-119.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $5,050 | $3,092+63.3% | $2,421+108.6% | $4,663+8.3% |
| Participant deferral / active EE | $8,094 | $4,920+64.5% | $4,417+83.3% | $6,689+21.0% |
| Admin fee / account holder | $345 | $10,256-96.6% | $8,292-95.8% | $13,390-97.4% |