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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 | $145,802 | $144,124+1.2% | $117,857+23.7% | $147,585-1.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 16.51% | 531.17%-514.7pp | 335.09%-318.6pp | 578.57%-562.1pp |
| Employer contribution / active EE | $4,534 | $4,897-7.4% | $3,786+19.7% | $4,876-7.0% |
| Participant deferral / active EE | $9,439 | $5,316+77.6% | $4,482+110.6% | $5,439+73.6% |
| Admin fee / account holder | $10,854 | $10,886-0.3% | $8,020+35.3% | $10,885-0.3% |