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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 | $225,724 | $176,120+28.2% | $159,487+41.5% | $167,553+34.7% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 28.04% | 331.95%-303.9pp | 263.71%-235.7pp | 478.89%-450.9pp |
| Employer contribution / active EE | $14,421 | $5,299+172.1% | $4,831+198.5% | $4,840+198.0% |
| Participant deferral / active EE | $14,083 | $7,752+81.7% | $7,354+91.5% | $6,343+122.0% |
| Admin fee / account holder | $1,450 | $12,561-88.5% | $10,804-86.6% | $12,316-88.2% |