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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 | $125,811 | $176,105-28.6% | $159,474-21.1% | $167,536-24.9% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 15.28% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $9,164 | $5,299+72.9% | $4,831+89.7% | $4,839+89.4% |
| Participant deferral / active EE | $5,960 | $7,751-23.1% | $7,353-18.9% | $6,342-6.0% |
| Admin fee / account holder | $42,807 | $12,559+240.8% | $10,802+296.3% | $12,315+247.6% |