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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 | $125,169 | $196,972-36.5% | $182,262-31.3% | $198,609-37.0% |
| Participation rate | 94.7% | 85.7%+9.0pp | 84.2%+10.5pp | 82.4%+12.4pp |
| Annual return | 18.48% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $8,737 | $5,364+62.9% | $5,046+73.1% | $5,055+72.8% |
| Participant deferral / active EE | $9,862 | $8,643+14.1% | $8,276+19.2% | $6,977+41.4% |
| Admin fee / account holder | $10,736 | $18,429-41.7% | $16,712-35.8% | $19,030-43.6% |