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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 | $171,724 | $175,231-2.0% | $149,696+14.7% | $139,466+23.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.23% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $5,653 | $5,478+3.2% | $4,821+17.3% | $4,754+18.9% |
| Participant deferral / active EE | $4,583 | $6,521-29.7% | $5,682-19.3% | $6,712-31.7% |
| Admin fee / account holder | $47,814 | $16,155+196.0% | $13,212+261.9% | $11,409+319.1% |