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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 | $142,859 | $183,539-22.2% | $155,556-8.2% | $145,897-2.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $6,592 | $5,315+24.0% | $4,675+41.0% | $4,663+41.4% |
| Participant deferral / active EE | $3,366 | $6,467-48.0% | $5,631-40.2% | $6,689-49.7% |
| Admin fee / account holder | $88,117 | $19,275+357.2% | $15,885+454.7% | $13,390+558.1% |