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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 | $165,018 | $134,817+22.4% | $123,973+33.1% | $155,188+6.3% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.7%+13.8pp | 80.8%+9.7pp |
| Annual return | 20.76% | 515.49%-494.7pp | 388.13%-367.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $19,209 | $4,425+334.1% | $4,126+365.6% | $4,248+352.2% |
| Participant deferral / active EE | $9,627 | $5,706+68.7% | $5,247+83.5% | $6,531+47.4% |
| Admin fee / account holder | $3,946 | $13,245-70.2% | $11,799-66.6% | $14,480-72.7% |