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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 | $150,939 | $175,259-13.9% | $149,723+0.8% | $139,487+8.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.40% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.4pp |
| Employer contribution / active EE | $9,719 | $5,478+77.4% | $4,821+101.6% | $4,755+104.4% |
| Participant deferral / active EE | $6,274 | $6,522-3.8% | $5,682+10.4% | $6,713-6.5% |
| Admin fee / account holder | $2,354 | $16,158-85.4% | $13,215-82.2% | $11,407-79.4% |