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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 | $107,967 | $138,075-21.8% | $123,552-12.6% | $135,379-20.2% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | 9.82% | 153.70%-143.9pp | 119.20%-109.4pp | 519.79%-510.0pp |
| Employer contribution / active EE | $10,326 | $5,152+100.4% | $4,628+123.1% | $4,779+116.1% |
| Participant deferral / active EE | $10,118 | $6,800+48.8% | $6,426+57.5% | $5,609+80.4% |
| Admin fee / account holder | $4,798 | $10,917-56.0% | $9,285-48.3% | $10,828-55.7% |