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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 | $184,516 | $226,135-18.4% | $182,558+1.1% | $152,909+20.7% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.0%+17.0pp | 82.5%+12.5pp |
| Annual return | 24.26% | 192.60%-168.3pp | 148.59%-124.3pp | 345.46%-321.2pp |
| Employer contribution / active EE | $6,788 | $4,979+36.3% | $4,076+66.5% | $4,764+42.5% |
| Participant deferral / active EE | $10,877 | $6,371+70.7% | $5,526+96.8% | $5,851+85.9% |
| Admin fee / account holder | $15,786 | $10,707+47.4% | $8,594+83.7% | $11,601+36.1% |