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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 | $216,167 | $171,867+25.8% | $149,716+44.4% | $147,585+46.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 16.79% | 2113.36%-2096.6pp | 1501.67%-1484.9pp | 578.58%-561.8pp |
| Employer contribution / active EE | $3,902 | $6,275-37.8% | $5,444-28.3% | $4,876-20.0% |
| Participant deferral / active EE | $7,450 | $7,270+2.5% | $6,568+13.4% | $5,439+37.0% |
| Admin fee / account holder | $3,076 | $13,799-77.7% | $11,282-72.7% | $10,886-71.7% |