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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 | $127,680 | $175,257-27.1% | $149,717-14.7% | $139,456-8.4% |
| Participation rate | 95.8% | 83.4%+12.4pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 15.34% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $7,417 | $5,477+35.4% | $4,820+53.9% | $4,753+56.1% |
| Participant deferral / active EE | $5,163 | $6,521-20.8% | $5,682-9.1% | $6,711-23.1% |
| Admin fee / account holder | $21,702 | $16,156+34.3% | $13,213+64.3% | $11,407+90.3% |