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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 | $95,665 | $209,422-54.3% | $178,503-46.4% | $158,982-39.8% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 16.49% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $7,059 | $5,707+23.7% | $5,011+40.9% | $4,763+48.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,444 | $17,079-21.3% | $13,987-3.9% | $11,252+19.5% |