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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 | $107,922 | $144,130-25.1% | $117,861-8.4% | $147,586-26.9% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 11.02% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $7,422 | $4,897+51.6% | $3,786+96.0% | $4,876+52.2% |
| Participant deferral / active EE | $4,210 | $5,316-20.8% | $4,482-6.1% | $5,439-22.6% |
| Admin fee / account holder | $43,154 | $10,887+296.4% | $8,021+438.0% | $10,886+296.4% |