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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 | $95,803 | $100,938-5.1% | $90,461+5.9% | $158,982-39.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 10.17% | 1727.20%-1717.0pp | 1294.76%-1284.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $7,230 | $3,691+95.9% | $3,264+121.5% | $4,763+51.8% |
| Participant deferral / active EE | $4,765 | $4,350+9.6% | $3,964+20.2% | $5,983-20.4% |
| Admin fee / account holder | $10,211 | $6,510+56.9% | $5,617+81.8% | $11,252-9.3% |