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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 | $156,992 | $198,457-20.9% | $170,435-7.9% | $147,586+6.4% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 14.51% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $16,793 | $6,183+171.6% | $5,432+209.1% | $4,876+244.4% |
| Participant deferral / active EE | $8,772 | $5,629+55.8% | $4,939+77.6% | $5,439+61.3% |
| Admin fee / account holder | $10,383 | $16,852-38.4% | $13,881-25.2% | $10,886-4.6% |