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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 | $159,230 | $138,102+15.3% | $125,381+27.0% | $134,532+18.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -10.95% | 750.73%-761.7pp | 572.31%-583.3pp | 418.27%-429.2pp |
| Employer contribution / active EE | $10,142 | $5,245+93.3% | $4,815+110.6% | $4,741+113.9% |
| Participant deferral / active EE | $8,547 | $7,801+9.6% | $7,448+14.8% | $6,401+33.5% |
| Admin fee / account holder | $9,154 | $11,568-20.9% | $10,007-8.5% | $11,429-19.9% |