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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 | $164,653 | $124,175+32.6% | $108,405+51.9% | $167,536-1.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.88% | 1380.13%-1363.2pp | 905.55%-888.7pp | 478.82%-461.9pp |
| Employer contribution / active EE | $5,361 | $4,188+28.0% | $3,559+50.6% | $4,839+10.8% |
| Participant deferral / active EE | $11,862 | $6,908+71.7% | $6,563+80.7% | $6,342+87.0% |
| Admin fee / account holder | $19,386 | $9,457+105.0% | $7,297+165.7% | $12,315+57.4% |