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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 | $130,426 | $175,231-25.6% | $149,696-12.9% | $139,466-6.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.08% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $12,441 | $5,478+127.1% | $4,821+158.1% | $4,754+161.7% |
| Participant deferral / active EE | $9,326 | $6,521+43.0% | $5,682+64.1% | $6,712+38.9% |
| Admin fee / account holder | $1,445 | $16,155-91.1% | $13,212-89.1% | $11,409-87.3% |