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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 | $155,231 | $196,972-21.2% | $182,262-14.8% | $198,609-21.8% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 12.56% | 158.27%-145.7pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $8,979 | $5,364+67.4% | $5,046+77.9% | $5,055+77.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $165,322 | $18,429+797.1% | $16,712+889.2% | $19,030+768.7% |