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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 | $153,457 | $102,595+49.6% | $94,057+63.2% | $154,746-0.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 18.47% | 583.42%-564.9pp | 480.62%-462.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,496 | $3,147-20.7% | $2,933-14.9% | $4,379-43.0% |
| Participant deferral / active EE | $8,157 | $5,118+59.4% | $4,709+73.2% | $6,730+21.2% |
| Admin fee / account holder | $26,343 | $7,736+240.5% | $7,244+263.6% | $14,365+83.4% |