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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 | $132,435 | $150,197-11.8% | $120,368+10.0% | $145,959-9.3% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 10.08% | 154.26%-144.2pp | 107.26%-97.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $6,604 | $4,350+51.8% | $3,465+90.6% | $4,661+41.7% |
| Participant deferral / active EE | $7,061 | $6,174+14.4% | $4,991+41.5% | $6,689+5.6% |
| Admin fee / account holder | $583 | $12,216-95.2% | $9,429-93.8% | $13,398-95.6% |