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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 | $103,765 | $175,231-40.8% | $149,696-30.7% | $139,466-25.6% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.08% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $10,868 | $5,478+98.4% | $4,821+125.4% | $4,754+128.6% |
| Participant deferral / active EE | $12,988 | $6,521+99.2% | $5,682+128.6% | $6,712+93.5% |
| Admin fee / account holder | $7,069 | $16,155-56.2% | $13,212-46.5% | $11,409-38.0% |