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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 | $171,125 | $125,190+36.7% | $105,624+62.0% | $145,897+17.3% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 15.27% | 225.22%-209.9pp | 116.20%-100.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $7,688 | $3,720+106.7% | $3,168+142.7% | $4,663+64.9% |
| Participant deferral / active EE | $7,625 | $5,716+33.4% | $5,013+52.1% | $6,689+14.0% |
| Admin fee / account holder | $1,483 | $17,138-91.3% | $10,961-86.5% | $13,390-88.9% |