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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 | $160,040-33.6% | $147,096-27.8% | $145,877-27.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.79% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $8,570 | $5,289+62.0% | $4,936+73.6% | $4,663+83.8% |
| Participant deferral / active EE | $12,297 | $8,429+45.9% | $8,071+52.4% | $6,691+83.8% |
| Admin fee / account holder | $30,623 | $15,050+103.5% | $13,005+135.5% | $13,402+128.5% |