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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 | $185,464 | $160,028+15.9% | $147,080+26.1% | $145,884+27.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.02% | 98.60%-88.6pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $7,615 | $5,286+44.1% | $4,933+54.4% | $4,662+63.3% |
| Participant deferral / active EE | $6,300 | $8,422-25.2% | $8,066-21.9% | $6,690-5.8% |
| Admin fee / account holder | $16,431 | $15,030+9.3% | $12,989+26.5% | $13,392+22.7% |