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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 | $65,071 | $202,460-67.9% | $169,385-61.6% | $139,456-53.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 26.11% | 532.07%-506.0pp | 405.82%-379.7pp | 373.45%-347.3pp |
| Employer contribution / active EE | $4,221 | $4,691-10.0% | $4,012+5.2% | $4,753-11.2% |
| Participant deferral / active EE | $10,763 | $6,938+55.1% | $6,221+73.0% | $6,711+60.4% |
| Admin fee / account holder | $4,509 | $10,719-57.9% | $9,011-50.0% | $11,407-60.5% |