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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 | $174,958 | $138,072+26.7% | $123,549+41.6% | $135,382+29.2% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | 12.74% | 153.69%-141.0pp | 119.20%-106.5pp | 519.77%-507.0pp |
| Employer contribution / active EE | $18,733 | $5,152+263.6% | $4,628+304.8% | $4,779+292.0% |
| Participant deferral / active EE | $3,687 | $6,799-45.8% | $6,426-42.6% | $5,609-34.3% |
| Admin fee / account holder | $5,579 | $10,917-48.9% | $9,284-39.9% | $10,829-48.5% |