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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 | $144,820 | $175,257-17.4% | $149,717-3.3% | $139,456+3.8% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.20% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.2pp |
| Employer contribution / active EE | $9,774 | $5,477+78.5% | $4,820+102.8% | $4,753+105.7% |
| Participant deferral / active EE | $4,644 | $6,521-28.8% | $5,682-18.3% | $6,711-30.8% |
| Admin fee / account holder | $20,496 | $16,156+26.9% | $13,213+55.1% | $11,407+79.7% |