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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 | $180,547 | $175,259+3.0% | $149,723+20.6% | $139,487+29.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.70% | 166.82%-147.1pp | 134.50%-114.8pp | 373.84%-354.1pp |
| Employer contribution / active EE | $30,388 | $5,478+454.7% | $4,821+530.3% | $4,755+539.1% |
| Participant deferral / active EE | $22,969 | $6,522+252.2% | $5,682+304.2% | $6,713+242.2% |
| Admin fee / account holder | $38,264 | $16,158+136.8% | $13,215+189.6% | $11,407+235.4% |