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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 | $159,506 | $184,000-13.3% | $162,185-1.7% | $152,909+4.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.5%-0.6pp |
| Annual return | 21.28% | 150.80%-129.5pp | 115.61%-94.3pp | 345.46%-324.2pp |
| Employer contribution / active EE | $8,810 | $6,370+38.3% | $5,613+57.0% | $4,764+84.9% |
| Participant deferral / active EE | $10,139 | $8,033+26.2% | $7,297+39.0% | $5,851+73.3% |
| Admin fee / account holder | $66,174 | $13,124+404.2% | $10,844+510.2% | $11,601+470.4% |