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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 | $175,432 | $137,414+27.7% | $189,537-7.4% | $85,847+104.4% |
| Participation rate | 97.5% | 84.6%+12.9pp | 87.8%+9.7pp | 69.3%+28.2pp |
| Annual return | 30.10% | 38.14%-8.0pp | 555.34%-525.2pp | 318.61%-288.5pp |
| Employer contribution / active EE | $3,751 | $4,344-13.7% | $6,161-39.1% | $2,565+46.2% |
| Participant deferral / active EE | $14,778 | $6,260+136.1% | $8,220+79.8% | $3,952+273.9% |
| Admin fee / account holder | $18,330 | $8,630+112.4% | $12,048+52.1% | $6,261+192.8% |