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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 | $159,989 | $144,130+11.0% | $117,861+35.7% | $147,586+8.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 12.98% | 531.20%-518.2pp | 335.11%-322.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $19,734 | $4,897+303.0% | $3,786+421.2% | $4,876+304.7% |
| Participant deferral / active EE | $11,025 | $5,316+107.4% | $4,482+146.0% | $5,439+102.7% |
| Admin fee / account holder | $12,113 | $10,887+11.3% | $8,021+51.0% | $10,886+11.3% |