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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 | $193,225 | $176,105+9.7% | $159,474+21.2% | $167,536+15.3% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 22.17% | 331.91%-309.7pp | 263.68%-241.5pp | 478.82%-456.6pp |
| Employer contribution / active EE | $9,678 | $5,299+82.6% | $4,831+100.3% | $4,839+100.0% |
| Participant deferral / active EE | $5,772 | $7,751-25.5% | $7,353-21.5% | $6,342-9.0% |
| Admin fee / account holder | $768 | $12,559-93.9% | $10,802-92.9% | $12,315-93.8% |