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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 | $171,807 | $202,342-15.1% | $172,752-0.5% | $152,897+12.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 15.16% | 1029.83%-1014.7pp | 802.97%-787.8pp | 345.43%-330.3pp |
| Employer contribution / active EE | $4,227 | $5,858-27.8% | $5,144-17.8% | $4,764-11.3% |
| Participant deferral / active EE | $8,992 | $5,948+51.2% | $5,198+73.0% | $5,851+53.7% |
| Admin fee / account holder | $28,115 | $17,111+64.3% | $13,955+101.5% | $11,599+142.4% |