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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 | $130,093 | $160,028-18.7% | $147,080-11.5% | $145,884-10.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 14.03% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $7,635 | $5,286+44.4% | $4,933+54.8% | $4,662+63.8% |
| Participant deferral / active EE | $11,319 | $8,422+34.4% | $8,066+40.3% | $6,690+69.2% |
| Admin fee / account holder | $821 | $15,030-94.5% | $12,989-93.7% | $13,392-93.9% |