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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 | $156,036 | $102,595+52.1% | $94,057+65.9% | $154,746+0.8% |
| Participation rate | 89.5% | 76.0%+13.5pp | 73.3%+16.1pp | 80.7%+8.8pp |
| Annual return | 14.14% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,515 | $3,147-20.1% | $2,933-14.2% | $4,379-42.6% |
| Participant deferral / active EE | $6,241 | $5,118+21.9% | $4,709+32.5% | $6,730-7.3% |
| Admin fee / account holder | $20,013 | $7,736+158.7% | $7,244+176.2% | $14,365+39.3% |