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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 | $111,017 | $159,934-30.6% | $147,005-24.5% | $145,959-23.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 9.69% | 98.24%-88.5pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $9,132 | $5,287+72.7% | $4,934+85.1% | $4,661+95.9% |
| Participant deferral / active EE | $4,028 | $8,427-52.2% | $8,070-50.1% | $6,689-39.8% |
| Admin fee / account holder | $1,231 | $15,053-91.8% | $13,006-90.5% | $13,398-90.8% |