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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 | $162,927 | $183,592-11.3% | $155,567+4.7% | $145,959+11.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.87% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $5,133 | $5,315-3.4% | $4,674+9.8% | $4,661+10.1% |
| Participant deferral / active EE | $10,500 | $6,464+62.4% | $5,628+86.6% | $6,689+57.0% |
| Admin fee / account holder | $34,336 | $19,318+77.7% | $15,916+115.7% | $13,398+156.3% |