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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 | $174,378 | $102,595+70.0% | $94,057+85.4% | $154,746+12.7% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 80.7%+12.6pp |
| Annual return | 13.52% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $13,027 | $3,147+313.9% | $2,933+344.1% | $4,379+197.5% |
| Participant deferral / active EE | $8,639 | $5,118+68.8% | $4,709+83.4% | $6,730+28.4% |
| Admin fee / account holder | $1,755 | $7,736-77.3% | $7,244-75.8% | $14,365-87.8% |