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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 | $168,257 | $144,130+16.7% | $117,860+42.8% | $147,585+14.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 18.49% | 531.20%-512.7pp | 335.10%-316.6pp | 578.58%-560.1pp |
| Employer contribution / active EE | $8,598 | $4,897+75.6% | $3,786+127.1% | $4,876+76.3% |
| Participant deferral / active EE | $8,789 | $5,316+65.3% | $4,482+96.1% | $5,439+61.6% |
| Admin fee / account holder | $1,293 | $10,887-88.1% | $8,021-83.9% | $10,886-88.1% |