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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 | $135,025 | $175,231-22.9% | $149,696-9.8% | $139,466-3.2% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 18.63% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $8,543 | $5,478+56.0% | $4,821+77.2% | $4,754+79.7% |
| Participant deferral / active EE | $7,784 | $6,521+19.4% | $5,682+37.0% | $6,712+16.0% |
| Admin fee / account holder | $1,592 | $16,155-90.1% | $13,212-87.9% | $11,409-86.0% |