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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 | $242,097 | $144,130+68.0% | $117,861+105.4% | $147,586+64.0% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 15.69% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $7,165 | $4,897+46.3% | $3,786+89.2% | $4,876+46.9% |
| Participant deferral / active EE | $9,100 | $5,316+71.2% | $4,482+103.0% | $5,439+67.3% |
| Admin fee / account holder | $3,999 | $10,887-63.3% | $8,021-50.1% | $10,886-63.3% |