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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 | $227,673 | $226,105+0.7% | $182,540+24.7% | $152,897+48.9% |
| Participation rate | 72.2% | 82.5%-10.2pp | 78.0%-5.8pp | 82.5%-10.2pp |
| Annual return | 25.23% | 192.58%-167.4pp | 148.58%-123.4pp | 345.43%-320.2pp |
| Employer contribution / active EE | $11,747 | $4,978+136.0% | $4,076+188.2% | $4,764+146.6% |
| Participant deferral / active EE | $7,692 | $6,370+20.8% | $5,525+39.2% | $5,851+31.5% |
| Admin fee / account holder | $1,934 | $10,706-81.9% | $8,593-77.5% | $11,599-83.3% |