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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 | $163,269 | $209,422-22.0% | $178,503-8.5% | $158,982+2.7% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.12% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $12,076 | $5,707+111.6% | $5,011+141.0% | $4,763+153.5% |
| Participant deferral / active EE | $11,570 | $5,955+94.3% | $5,202+122.4% | $5,983+93.4% |
| Admin fee / account holder | $879 | $17,079-94.9% | $13,987-93.7% | $11,252-92.2% |