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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 | $245,666 | $176,077+39.5% | $159,455+54.1% | $167,518+46.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.81% | 331.83%-312.0pp | 263.63%-243.8pp | 478.71%-458.9pp |
| Employer contribution / active EE | $4,174 | $5,298-21.2% | $4,830-13.6% | $4,838-13.7% |
| Participant deferral / active EE | $9,192 | $7,751+18.6% | $7,353+25.0% | $6,342+44.9% |
| Admin fee / account holder | $1,000 | $12,556-92.0% | $10,800-90.7% | $12,312-91.9% |