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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 | $91,651 | $110,307-16.9% | $96,576-5.1% | $139,456-34.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 238.37% | 26.40%+212.0pp | 25.87%+212.5pp | 373.45%-135.1pp |
| Employer contribution / active EE | $4,817 | $3,619+33.1% | $2,965+62.5% | $4,753+1.4% |
| Participant deferral / active EE | $10,942 | $5,547+97.2% | $4,851+125.6% | $6,711+63.0% |
| Admin fee / account holder | $992 | $11,597-91.4% | $8,253-88.0% | $11,407-91.3% |