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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 | $105,560 | $176,120-40.1% | $159,487-33.8% | $167,553-37.0% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 13.56% | 331.95%-318.4pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $17,389 | $5,299+228.1% | $4,831+259.9% | $4,840+259.3% |
| Participant deferral / active EE | $7,683 | $7,752-0.9% | $7,354+4.5% | $6,343+21.1% |
| Admin fee / account holder | $5,918 | $12,561-52.9% | $10,804-45.2% | $12,316-52.0% |