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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 | $152,880 | $144,130+6.1% | $117,861+29.7% | $147,586+3.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 28.08% | 531.20%-503.1pp | 335.11%-307.0pp | 578.59%-550.5pp |
| Employer contribution / active EE | $8,513 | $4,897+73.9% | $3,786+124.8% | $4,876+74.6% |
| Participant deferral / active EE | $7,124 | $5,316+34.0% | $4,482+58.9% | $5,439+31.0% |
| Admin fee / account holder | $21,893 | $10,887+101.1% | $8,021+173.0% | $10,886+101.1% |