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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 | $175,231-27.1% | $149,696-14.7% | $139,466-8.5% |
| Participation rate | 95.8% | 83.4%+12.4pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 15.34% | 166.77%-151.4pp | 134.46%-119.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $7,417 | $5,478+35.4% | $4,821+53.9% | $4,754+56.0% |
| Participant deferral / active EE | $5,163 | $6,521-20.8% | $5,682-9.1% | $6,712-23.1% |
| Admin fee / account holder | $21,702 | $16,155+34.3% | $13,212+64.3% | $11,409+90.2% |