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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 | $224,218 | $176,105+27.3% | $159,474+40.6% | $167,536+33.8% |
| Participation rate | 82.6% | 85.0%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 10.19% | 331.91%-321.7pp | 263.68%-253.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $7,247 | $5,299+36.8% | $4,831+50.0% | $4,839+49.8% |
| Participant deferral / active EE | $6,352 | $7,751-18.1% | $7,353-13.6% | $6,342+0.2% |
| Admin fee / account holder | $67,198 | $12,559+435.0% | $10,802+522.1% | $12,315+445.7% |