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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 | $96,625 | $217,427-55.6% | $185,837-48.0% | $167,518-42.3% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.41% | 148.39%-135.0pp | 122.08%-108.7pp | 478.71%-465.3pp |
| Employer contribution / active EE | $11,792 | $5,874+100.7% | $5,168+128.2% | $4,838+143.7% |
| Participant deferral / active EE | $9,989 | $6,357+57.1% | $5,568+79.4% | $6,342+57.5% |
| Admin fee / account holder | $6,185 | $19,816-68.8% | $16,241-61.9% | $12,312-49.8% |