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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 | $149,631 | $175,231-14.6% | $149,6960% | $139,466+7.3% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 13.86% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $9,494 | $5,478+73.3% | $4,821+96.9% | $4,754+99.7% |
| Participant deferral / active EE | $11,300 | $6,521+73.3% | $5,682+98.9% | $6,712+68.4% |
| Admin fee / account holder | $16,408 | $16,155+1.6% | $13,212+24.2% | $11,409+43.8% |