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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 | $76,772 | $198,457-61.3% | $170,435-55.0% | $147,586-48.0% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.93% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $9,728 | $6,183+57.3% | $5,432+79.1% | $4,876+99.5% |
| Participant deferral / active EE | $6,839 | $5,629+21.5% | $4,939+38.5% | $5,439+25.8% |
| Admin fee / account holder | $9,125 | $16,852-45.9% | $13,881-34.3% | $10,886-16.2% |