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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 | $190,137 | $176,105+8.0% | $159,474+19.2% | $167,536+13.5% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.78% | 331.91%-321.1pp | 263.68%-252.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $8,062 | $5,299+52.1% | $4,831+66.9% | $4,839+66.6% |
| Participant deferral / active EE | $8,513 | $7,751+9.8% | $7,353+15.8% | $6,342+34.2% |
| Admin fee / account holder | $63,243 | $12,559+403.6% | $10,802+485.5% | $12,315+413.6% |