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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 | $143,577 | $175,231-18.1% | $149,696-4.1% | $139,466+2.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 24.81% | 166.77%-142.0pp | 134.46%-109.6pp | 373.66%-348.9pp |
| Employer contribution / active EE | $11,506 | $5,478+110.0% | $4,821+138.7% | $4,754+142.0% |
| Participant deferral / active EE | $6,003 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $9,994 | $16,155-38.1% | $13,212-24.4% | $11,409-12.4% |