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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 | $138,781 | $175,231-20.8% | $149,696-7.3% | $139,466-0.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.65% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $7,575 | $5,478+38.3% | $4,821+57.1% | $4,754+59.4% |
| Participant deferral / active EE | $6,667 | $6,521+2.2% | $5,682+17.3% | $6,712-0.7% |
| Admin fee / account holder | $18,140 | $16,155+12.3% | $13,212+37.3% | $11,409+59.0% |