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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 | $115,649 | $129,737-10.9% | $119,126-2.9% | $154,746-25.3% |
| Participation rate | 85.0% | 78.9%+6.1pp | 75.8%+9.2pp | 80.7%+4.3pp |
| Annual return | 23.72% | 379.08%-355.4pp | 282.11%-258.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $5,849 | $4,375+33.7% | $4,034+45.0% | $4,379+33.6% |
| Participant deferral / active EE | $14,871 | $5,842+154.6% | $5,318+179.6% | $6,730+121.0% |
| Admin fee / account holder | $22,105 | $11,961+84.8% | $10,693+106.7% | $14,365+53.9% |