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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 | $89,972 | $183,539-51.0% | $155,556-42.2% | $145,897-38.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 9.58% | 61.31%-51.7pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $13,109 | $5,315+146.6% | $4,675+180.4% | $4,663+181.1% |
| Participant deferral / active EE | $11,258 | $6,467+74.1% | $5,631+99.9% | $6,689+68.3% |
| Admin fee / account holder | $192,618 | $19,275+899.3% | $15,885+1112.6% | $13,390+1338.5% |