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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 | $147,661 | $90,606+63.0% | $79,466+85.8% | $135,379+9.1% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | 9.84% | 977.69%-967.9pp | 718.28%-708.4pp | 519.79%-510.0pp |
| Employer contribution / active EE | $3,193 | $3,068+4.1% | $2,800+14.0% | $4,779-33.2% |
| Participant deferral / active EE | $4,207 | $4,050+3.9% | $3,704+13.6% | $5,609-25.0% |
| Admin fee / account holder | $3,875 | $5,895-34.3% | $5,104-24.1% | $10,828-64.2% |