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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 | $180,455 | $175,259+3.0% | $149,723+20.5% | $139,487+29.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 61.06% | 166.82%-105.8pp | 134.50%-73.4pp | 373.84%-312.8pp |
| Employer contribution / active EE | $19,948 | $5,478+264.1% | $4,821+313.8% | $4,755+319.6% |
| Participant deferral / active EE | $20,083 | $6,522+207.9% | $5,682+253.4% | $6,713+199.2% |
| Admin fee / account holder | $1,298 | $16,158-92.0% | $13,215-90.2% | $11,407-88.6% |