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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 | $67,135 | $175,259-61.7% | $149,723-55.2% | $139,487-51.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 16.12% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $7,241 | $5,478+32.2% | $4,821+50.2% | $4,755+52.3% |
| Participant deferral / active EE | $4,840 | $6,522-25.8% | $5,682-14.8% | $6,713-27.9% |
| Admin fee / account holder | $21,827 | $16,158+35.1% | $13,215+65.2% | $11,407+91.3% |