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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 | $98,232 | $173,397-43.3% | $135,987-27.8% | $145,877-32.7% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.4%+18.6pp | 80.3%+14.7pp |
| Annual return | 11.70% | 1166.18%-1154.5pp | 580.01%-568.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,385 | $5,281+2.0% | $4,214+27.8% | $4,663+15.5% |
| Participant deferral / active EE | $7,071 | $8,710-18.8% | $7,027+0.6% | $6,691+5.7% |
| Admin fee / account holder | $2,446 | $9,663-74.7% | $6,716-63.6% | $13,402-81.7% |