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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 | $151,093 | $183,539-17.7% | $155,556-2.9% | $145,897+3.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.89% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $7,716 | $5,315+45.2% | $4,675+65.0% | $4,663+65.5% |
| Participant deferral / active EE | $5,072 | $6,467-21.6% | $5,631-9.9% | $6,689-24.2% |
| Admin fee / account holder | $6,599 | $19,275-65.8% | $15,885-58.5% | $13,390-50.7% |