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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 | $114,587 | $226,135-49.3% | $182,558-37.2% | $152,909-25.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 30.34% | 192.60%-162.3pp | 148.59%-118.2pp | 345.46%-315.1pp |
| Employer contribution / active EE | $8,090 | $4,979+62.5% | $4,076+98.5% | $4,764+69.8% |
| Participant deferral / active EE | $6,590 | $6,371+3.4% | $5,526+19.3% | $5,851+12.6% |
| Admin fee / account holder | $1,591 | $10,707-85.1% | $8,594-81.5% | $11,601-86.3% |