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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 | $144,890 | $160,040-9.5% | $147,096-1.5% | $145,877-0.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.28% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $9,215 | $5,289+74.2% | $4,936+86.7% | $4,663+97.6% |
| Participant deferral / active EE | $13,845 | $8,429+64.3% | $8,071+71.5% | $6,691+106.9% |
| Admin fee / account holder | $30,212 | $15,050+100.7% | $13,005+132.3% | $13,402+125.4% |