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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 | $159,974 | $102,595+55.9% | $94,057+70.1% | $154,746+3.4% |
| Participation rate | 89.5% | 76.0%+13.5pp | 73.3%+16.1pp | 80.7%+8.8pp |
| Annual return | 12.36% | 583.42%-571.1pp | 480.62%-468.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,296 | $3,147+4.7% | $2,933+12.4% | $4,379-24.7% |
| Participant deferral / active EE | $11,024 | $5,118+115.4% | $4,709+134.1% | $6,730+63.8% |
| Admin fee / account holder | $32,560 | $7,736+320.9% | $7,244+349.5% | $14,365+126.7% |