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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 | $179,348 | $226,135-20.7% | $182,558-1.8% | $152,909+17.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 14.76% | 192.60%-177.8pp | 148.59%-133.8pp | 345.46%-330.7pp |
| Employer contribution / active EE | $11,086 | $4,979+122.6% | $4,076+172.0% | $4,764+132.7% |
| Participant deferral / active EE | $15,775 | $6,371+147.6% | $5,526+185.5% | $5,851+169.6% |
| Admin fee / account holder | $106,764 | $10,707+897.1% | $8,594+1142.3% | $11,601+820.3% |