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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 | $148,296 | $175,231-15.4% | $149,696-0.9% | $139,466+6.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 19.07% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $8,705 | $5,478+58.9% | $4,821+80.6% | $4,754+83.1% |
| Participant deferral / active EE | $6,529 | $6,521+0.1% | $5,682+14.9% | $6,712-2.7% |
| Admin fee / account holder | $3,184 | $16,155-80.3% | $13,212-75.9% | $11,409-72.1% |