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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 | $124,763 | $160,028-22.0% | $147,080-15.2% | $145,884-14.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 11.52% | 98.60%-87.1pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $7,345 | $5,286+39.0% | $4,933+48.9% | $4,662+57.5% |
| Participant deferral / active EE | $5,112 | $8,422-39.3% | $8,066-36.6% | $6,690-23.6% |
| Admin fee / account holder | $83,353 | $15,030+454.6% | $12,989+541.7% | $13,392+522.4% |