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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 | $145,160 | $160,028-9.3% | $147,080-1.3% | $145,884-0.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.46% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $9,450 | $5,286+78.8% | $4,933+91.5% | $4,662+102.7% |
| Participant deferral / active EE | $11,626 | $8,422+38.0% | $8,066+44.1% | $6,690+73.8% |
| Admin fee / account holder | $12,092 | $15,030-19.5% | $12,989-6.9% | $13,392-9.7% |