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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 | $166,640 | $144,130+15.6% | $117,861+41.4% | $147,586+12.9% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 26.13% | 531.20%-505.1pp | 335.11%-309.0pp | 578.59%-552.5pp |
| Employer contribution / active EE | $10,225 | $4,897+108.8% | $3,786+170.0% | $4,876+109.7% |
| Participant deferral / active EE | $7,043 | $5,316+32.5% | $4,482+57.1% | $5,439+29.5% |
| Admin fee / account holder | $760 | $10,887-93.0% | $8,021-90.5% | $10,886-93.0% |