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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 | $87,690 | $111,814-21.6% | $93,654-6.4% | $145,959-39.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 10.54% | 203.30%-192.8pp | 133.34%-122.8pp | 561.95%-551.4pp |
| Employer contribution / active EE | $6,228 | $3,092+101.5% | $2,421+157.3% | $4,661+33.6% |
| Participant deferral / active EE | $3,439 | $4,914-30.0% | $4,413-22.1% | $6,689-48.6% |
| Admin fee / account holder | $6,656 | $10,246-35.0% | $8,282-19.6% | $13,398-50.3% |