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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 | $102,807 | $175,259-41.3% | $149,723-31.3% | $139,487-26.3% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 11.58% | 166.82%-155.2pp | 134.50%-122.9pp | 373.84%-362.3pp |
| Employer contribution / active EE | $6,928 | $5,478+26.5% | $4,821+43.7% | $4,755+45.7% |
| Participant deferral / active EE | $4,326 | $6,522-33.7% | $5,682-23.9% | $6,713-35.5% |
| Admin fee / account holder | $5,477 | $16,158-66.1% | $13,215-58.6% | $11,407-52.0% |