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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 | $81,055 | $217,432-62.7% | $185,849-56.4% | $167,536-51.6% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 10.38% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $8,286 | $5,875+41.1% | $5,169+60.3% | $4,839+71.2% |
| Participant deferral / active EE | $3,933 | $6,357-38.1% | $5,569-29.4% | $6,342-38.0% |
| Admin fee / account holder | $1,063 | $19,818-94.6% | $16,244-93.5% | $12,315-91.4% |