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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 | $93,101 | $226,135-58.8% | $182,558-49.0% | $152,909-39.1% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.0%+6.6pp | 82.5%+2.2pp |
| Annual return | 26.52% | 192.60%-166.1pp | 148.59%-122.1pp | 345.46%-318.9pp |
| Employer contribution / active EE | $3,815 | $4,979-23.4% | $4,076-6.4% | $4,764-19.9% |
| Participant deferral / active EE | $8,246 | $6,371+29.4% | $5,526+49.2% | $5,851+40.9% |
| Admin fee / account holder | $14,960 | $10,707+39.7% | $8,594+74.1% | $11,601+29.0% |