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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 | $96,880 | $156,927-38.3% | $121,169-20.0% | $139,456-30.5% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.5%+12.8pp | 80.3%+2.0pp |
| Annual return | 14.97% | 1475.85%-1460.9pp | 986.71%-971.7pp | 373.45%-358.5pp |
| Employer contribution / active EE | $6,096 | $5,542+10.0% | $4,168+46.3% | $4,753+28.3% |
| Participant deferral / active EE | $10,037 | $4,848+107.0% | $4,083+145.8% | $6,711+49.6% |
| Admin fee / account holder | $2,711 | $6,946-61.0% | $5,645-52.0% | $11,407-76.2% |