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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 | $187,808 | $144,130+30.3% | $117,861+59.3% | $147,586+27.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 15.02% | 531.20%-516.2pp | 335.11%-320.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,737 | $4,897-23.7% | $3,786-1.3% | $4,876-23.4% |
| Participant deferral / active EE | $7,047 | $5,316+32.5% | $4,482+57.2% | $5,439+29.6% |
| Admin fee / account holder | $33,454 | $10,887+207.3% | $8,021+317.1% | $10,886+207.3% |