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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 | $236,436 | $160,028+47.7% | $147,080+60.8% | $145,884+62.1% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 13.02% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,711 | $5,286-48.7% | $4,933-45.0% | $4,662-41.9% |
| Participant deferral / active EE | $9,983 | $8,422+18.5% | $8,066+23.8% | $6,690+49.2% |
| Admin fee / account holder | $70,790 | $15,030+371.0% | $12,989+445.0% | $13,392+428.6% |