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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 | $167,594 | $108,897+53.9% | $100,378+67.0% | $145,877+14.9% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 13.83% | 58.17%-44.3pp | 49.41%-35.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $7,311 | $4,420+65.4% | $3,942+85.5% | $4,663+56.8% |
| Participant deferral / active EE | $6,719 | $8,455-20.5% | $8,087-16.9% | $6,691+0.4% |
| Admin fee / account holder | $1,276 | $9,690-86.8% | $7,899-83.8% | $13,402-90.5% |