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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 | $163,029 | $175,257-7.0% | $149,717+8.9% | $139,456+16.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.89% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.6pp |
| Employer contribution / active EE | $10,125 | $5,477+84.9% | $4,820+110.1% | $4,753+113.0% |
| Participant deferral / active EE | $7,840 | $6,521+20.2% | $5,682+38.0% | $6,711+16.8% |
| Admin fee / account holder | $839 | $16,156-94.8% | $13,213-93.6% | $11,407-92.6% |