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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 | $91,246 | $175,231-47.9% | $149,696-39.0% | $139,466-34.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.26% | 166.77%-146.5pp | 134.46%-114.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $8,865 | $5,478+61.8% | $4,821+83.9% | $4,754+86.5% |
| Participant deferral / active EE | $8,105 | $6,521+24.3% | $5,682+42.6% | $6,712+20.8% |
| Admin fee / account holder | $1,005 | $16,155-93.8% | $13,212-92.4% | $11,409-91.2% |