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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 | $169,024 | $202,463-16.5% | $169,397-0.2% | $139,487+21.2% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 13.66% | 532.64%-519.0pp | 406.23%-392.6pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,530 | $4,694-46.1% | $4,013-37.0% | $4,755-46.8% |
| Participant deferral / active EE | $10,879 | $6,941+56.7% | $6,223+74.8% | $6,713+62.1% |
| Admin fee / account holder | $50,118 | $10,726+367.2% | $9,017+455.8% | $11,407+339.4% |