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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 | $162,235 | $129,737+25.0% | $119,126+36.2% | $154,746+4.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 16.61% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,538 | $4,375+3.7% | $4,034+12.5% | $4,379+3.6% |
| Participant deferral / active EE | $5,706 | $5,842-2.3% | $5,318+7.3% | $6,730-15.2% |
| Admin fee / account holder | $102,280 | $11,961+755.1% | $10,693+856.5% | $14,365+612.0% |