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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 | $180,921 | $202,342-10.6% | $172,753+4.7% | $152,909+18.3% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 20.68% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $6,321 | $5,857+7.9% | $5,144+22.9% | $4,764+32.7% |
| Participant deferral / active EE | $7,984 | $5,948+34.2% | $5,198+53.6% | $5,851+36.4% |
| Admin fee / account holder | $12,217 | $17,112-28.6% | $13,956-12.5% | $11,601+5.3% |