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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 | $173,806 | $160,040+8.6% | $147,096+18.2% | $145,877+19.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.69% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $8,345 | $5,289+57.8% | $4,936+69.1% | $4,663+79.0% |
| Participant deferral / active EE | $19,840 | $8,429+135.4% | $8,071+145.8% | $6,691+196.5% |
| Admin fee / account holder | $56,035 | $15,050+272.3% | $13,005+330.9% | $13,402+318.1% |