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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 | $156,424 | $184,000-15.0% | $162,185-3.6% | $152,909+2.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 20.76% | 150.80%-130.0pp | 115.61%-94.9pp | 345.46%-324.7pp |
| Employer contribution / active EE | $13,507 | $6,370+112.0% | $5,613+140.6% | $4,764+183.5% |
| Participant deferral / active EE | $20,094 | $8,033+150.2% | $7,297+175.4% | $5,851+243.4% |
| Admin fee / account holder | $20,445 | $13,124+55.8% | $10,844+88.5% | $11,601+76.2% |