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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 | $98,485 | $176,105-44.1% | $159,474-38.2% | $167,536-41.2% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 10.37% | 331.91%-321.5pp | 263.68%-253.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $11,727 | $5,299+121.3% | $4,831+142.7% | $4,839+142.3% |
| Participant deferral / active EE | $11,529 | $7,751+48.7% | $7,353+56.8% | $6,342+81.8% |
| Admin fee / account holder | $32,740 | $12,559+160.7% | $10,802+203.1% | $12,315+165.9% |