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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 | $106,192 | $159,934-33.6% | $147,005-27.8% | $145,959-27.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.79% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $8,570 | $5,287+62.1% | $4,934+73.7% | $4,661+83.9% |
| Participant deferral / active EE | $12,297 | $8,427+45.9% | $8,070+52.4% | $6,689+83.9% |
| Admin fee / account holder | $30,623 | $15,053+103.4% | $13,006+135.4% | $13,398+128.6% |