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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 | $103,250 | $127,387-18.9% | $115,038-10.2% | $125,389-17.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 96.08% | 31.28%+64.8pp | 26.14%+69.9pp | 282.24%-186.2pp |
| Employer contribution / active EE | $14,503 | $5,166+180.7% | $4,608+214.7% | $4,866+198.0% |
| Participant deferral / active EE | $9,857 | $6,423+53.5% | $6,026+63.6% | $5,352+84.2% |
| Admin fee / account holder | $1,122 | $9,516-88.2% | $8,175-86.3% | $9,541-88.2% |