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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 | $176,418 | $144,130+22.4% | $117,861+49.7% | $147,586+19.5% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 15.84% | 531.20%-515.4pp | 335.11%-319.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,272 | $4,897-33.2% | $3,786-13.6% | $4,876-32.9% |
| Participant deferral / active EE | $6,574 | $5,316+23.7% | $4,482+46.7% | $5,439+20.9% |
| Admin fee / account holder | $5,685 | $10,887-47.8% | $8,021-29.1% | $10,886-47.8% |