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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 | $117,225 | $217,432-46.1% | $185,849-36.9% | $167,536-30.0% |
| Participation rate | 94.4% | 86.1%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 11.01% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $9,840 | $5,875+67.5% | $5,169+90.4% | $4,839+103.3% |
| Participant deferral / active EE | $7,105 | $6,357+11.8% | $5,569+27.6% | $6,342+12.0% |
| Admin fee / account holder | $1,563 | $19,818-92.1% | $16,244-90.4% | $12,315-87.3% |