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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 | $154,598 | $102,595+50.7% | $94,057+64.4% | $154,746-0.1% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 80.7%-3.8pp |
| Annual return | 14.36% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,249 | $3,147+3.2% | $2,933+10.8% | $4,379-25.8% |
| Participant deferral / active EE | $8,677 | $5,118+69.5% | $4,709+84.3% | $6,730+28.9% |
| Admin fee / account holder | $7,530 | $7,736-2.7% | $7,244+3.9% | $14,365-47.6% |