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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 | $132,068 | $160,028-17.5% | $147,080-10.2% | $145,884-9.5% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 19.80% | 98.60%-78.8pp | 420.17%-400.4pp | 551.85%-532.0pp |
| Employer contribution / active EE | $5,807 | $5,286+9.9% | $4,933+17.7% | $4,662+24.6% |
| Participant deferral / active EE | $12,745 | $8,422+51.3% | $8,066+58.0% | $6,690+90.5% |
| Admin fee / account holder | $48,742 | $15,030+224.3% | $12,989+275.3% | $13,392+264.0% |