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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 | $173,618 | $176,077-1.4% | $159,455+8.9% | $167,518+3.6% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 13.60% | 331.83%-318.2pp | 263.63%-250.0pp | 478.71%-465.1pp |
| Employer contribution / active EE | $7,333 | $5,298+38.4% | $4,830+51.8% | $4,838+51.5% |
| Participant deferral / active EE | $10,521 | $7,751+35.7% | $7,353+43.1% | $6,342+65.9% |
| Admin fee / account holder | $31,591 | $12,556+151.6% | $10,800+192.5% | $12,312+156.6% |