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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 | $124,314 | $175,259-29.1% | $149,723-17.0% | $139,487-10.9% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 16.29% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $8,348 | $5,478+52.4% | $4,821+73.1% | $4,755+75.6% |
| Participant deferral / active EE | $9,278 | $6,522+42.3% | $5,682+63.3% | $6,713+38.2% |
| Admin fee / account holder | $574 | $16,158-96.4% | $13,215-95.7% | $11,407-95.0% |