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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 | $244,061 | $159,978+52.6% | $147,041+66.0% | $145,978+67.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.16% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $20,771 | $5,288+292.8% | $4,935+320.9% | $4,662+345.6% |
| Participant deferral / active EE | $12,923 | $8,429+53.3% | $8,071+60.1% | $6,690+93.2% |
| Admin fee / account holder | $4,654 | $15,053-69.1% | $13,006-64.2% | $13,400-65.3% |