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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 | $187,663 | $198,461-5.4% | $170,436+10.1% | $147,585+27.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 23.14% | 257.30%-234.2pp | 205.94%-182.8pp | 578.57%-555.4pp |
| Employer contribution / active EE | $4,251 | $6,184-31.3% | $5,433-21.8% | $4,876-12.8% |
| Participant deferral / active EE | $9,802 | $5,629+74.1% | $4,939+98.4% | $5,439+80.2% |
| Admin fee / account holder | $4,452 | $16,852-73.6% | $13,880-67.9% | $10,885-59.1% |