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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 | $139,978 | $88,815+57.6% | $81,882+71.0% | $145,897-4.1% |
| Participation rate | 95.7% | 75.1%+20.6pp | 72.4%+23.3pp | 80.3%+15.3pp |
| Annual return | 16.35% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $6,194 | $3,086+100.7% | $2,916+112.4% | $4,663+32.8% |
| Participant deferral / active EE | $6,426 | $4,647+38.3% | $4,323+48.6% | $6,689-3.9% |
| Admin fee / account holder | $16,276 | $8,434+93.0% | $7,360+121.2% | $13,390+21.6% |