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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 | $149,268 | $160,070-6.7% | $147,117+1.5% | $145,897+2.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.69% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $9,691 | $5,285+83.4% | $4,932+96.5% | $4,663+107.8% |
| Participant deferral / active EE | $14,383 | $8,419+70.8% | $8,065+78.3% | $6,689+115.0% |
| Admin fee / account holder | $564 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |