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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 | $164,239 | $144,130+14.0% | $117,861+39.3% | $147,586+11.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 14.71% | 531.20%-516.5pp | 335.11%-320.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,298 | $4,897-32.7% | $3,786-12.9% | $4,876-32.4% |
| Participant deferral / active EE | $5,816 | $5,316+9.4% | $4,482+29.8% | $5,439+6.9% |
| Admin fee / account holder | $137,555 | $10,887+1163.5% | $8,021+1615.0% | $10,886+1163.6% |