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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 | $121,136 | $183,516-34.0% | $155,534-22.1% | $145,884-17.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 40.44% | 61.43%-21.0pp | 64.92%-24.5pp | 551.85%-511.4pp |
| Employer contribution / active EE | $23,348 | $5,315+339.3% | $4,675+399.4% | $4,662+400.8% |
| Participant deferral / active EE | $19,184 | $6,467+196.7% | $5,630+240.7% | $6,690+186.8% |
| Admin fee / account holder | $14,626 | $19,293-24.2% | $15,900-8.0% | $13,392+9.2% |