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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 | $145,492 | $144,130+0.9% | $117,861+23.4% | $147,586-1.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 11.73% | 531.20%-519.5pp | 335.11%-323.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $5,754 | $4,897+17.5% | $3,786+52.0% | $4,876+18.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,573 | $10,887-30.4% | $8,021-5.6% | $10,886-30.4% |