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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 | $213,407 | $138,076+54.6% | $123,553+72.7% | $135,380+57.6% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | 79.30% | 153.70%-74.4pp | 119.21%-39.9pp | 519.81%-440.5pp |
| Employer contribution / active EE | $2,339 | $5,152-54.6% | $4,628-49.5% | $4,779-51.0% |
| Participant deferral / active EE | $3,855 | $6,800-43.3% | $6,426-40.0% | $5,609-31.3% |
| Admin fee / account holder | $5,618 | $10,917-48.5% | $9,284-39.5% | $10,828-48.1% |