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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 | $229,516 | $160,070+43.4% | $147,117+56.0% | $145,897+57.3% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 14.09% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $6,058 | $5,285+14.6% | $4,932+22.8% | $4,663+29.9% |
| Participant deferral / active EE | $7,970 | $8,419-5.3% | $8,065-1.2% | $6,689+19.1% |
| Admin fee / account holder | $878 | $15,035-94.2% | $12,993-93.2% | $13,390-93.4% |