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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 | $156,646 | $183,516-14.6% | $155,534+0.7% | $145,884+7.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.35% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $12,179 | $5,315+129.2% | $4,675+160.5% | $4,662+161.2% |
| Participant deferral / active EE | $7,963 | $6,467+23.1% | $5,630+41.4% | $6,690+19.0% |
| Admin fee / account holder | $441 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |