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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 | $109,869 | $149,040-26.3% | $120,225-8.6% | $137,256-20.0% |
| Participation rate | 91.7% | 75.4%+16.2pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 17.67% | 605.68%-588.0pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,016 | $4,350+61.3% | $3,475+101.9% | $4,156+68.8% |
| Participant deferral / active EE | $15,682 | $4,655+236.9% | $3,999+292.2% | $6,407+144.8% |
| Admin fee / account holder | $8,642 | $6,348+36.1% | $5,696+51.7% | $12,270-29.6% |