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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 | $117,787 | $144,130-18.3% | $117,861-0.1% | $147,586-20.2% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 8.91% | 531.20%-522.3pp | 335.11%-326.2pp | 578.59%-569.7pp |
| Employer contribution / active EE | $8,421 | $4,897+72.0% | $3,786+122.4% | $4,876+72.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,593 | $10,887-2.7% | $8,021+32.1% | $10,886-2.7% |