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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 | $165,274 | $144,130+14.7% | $117,861+40.2% | $147,586+12.0% |
| Participation rate | 78.6% | 83.4%-4.9pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 13.94% | 531.20%-517.3pp | 335.11%-321.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,572 | $4,897-47.5% | $3,786-32.1% | $4,876-47.3% |
| Participant deferral / active EE | $5,457 | $5,316+2.6% | $4,482+21.7% | $5,439+0.3% |
| Admin fee / account holder | $9,381 | $10,887-13.8% | $8,021+17.0% | $10,886-13.8% |