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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 | $145,196 | $183,592-20.9% | $155,574-6.7% | $145,877-0.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.04% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $8,266 | $5,317+55.5% | $4,676+76.8% | $4,663+77.3% |
| Participant deferral / active EE | $10,370 | $6,466+60.4% | $5,629+84.2% | $6,691+55.0% |
| Admin fee / account holder | $20,712 | $19,316+7.2% | $15,914+30.1% | $13,402+54.5% |