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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 | $164,115 | $202,342-18.9% | $172,753-5.0% | $152,909+7.3% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 23.91% | 1029.88%-1006.0pp | 803.00%-779.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $8,436 | $5,857+44.0% | $5,144+64.0% | $4,764+77.1% |
| Participant deferral / active EE | $5,150 | $5,948-13.4% | $5,198-0.9% | $5,851-12.0% |
| Admin fee / account holder | $1,207 | $17,112-92.9% | $13,956-91.3% | $11,601-89.6% |