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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 | $158,001 | $183,539-13.9% | $155,556+1.6% | $145,897+8.3% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 10.62% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $8,374 | $5,315+57.5% | $4,675+79.1% | $4,663+79.6% |
| Participant deferral / active EE | $7,159 | $6,467+10.7% | $5,631+27.1% | $6,689+7.0% |
| Admin fee / account holder | $2,255 | $19,275-88.3% | $15,885-85.8% | $13,390-83.2% |