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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 | $145,160 | $160,070-9.3% | $147,117-1.3% | $145,897-0.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.46% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $9,450 | $5,285+78.8% | $4,932+91.6% | $4,663+102.7% |
| Participant deferral / active EE | $11,626 | $8,419+38.1% | $8,065+44.2% | $6,689+73.8% |
| Admin fee / account holder | $12,092 | $15,035-19.6% | $12,993-6.9% | $13,390-9.7% |