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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 | $168,962 | $144,130+17.2% | $117,861+43.4% | $147,586+14.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 28.84% | 531.20%-502.4pp | 335.11%-306.3pp | 578.59%-549.8pp |
| Employer contribution / active EE | $3,678 | $4,897-24.9% | $3,786-2.9% | $4,876-24.6% |
| Participant deferral / active EE | $7,235 | $5,316+36.1% | $4,482+61.4% | $5,439+33.0% |
| Admin fee / account holder | $1,664 | $10,887-84.7% | $8,021-79.3% | $10,886-84.7% |