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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 | $167,582 | $137,414+22.0% | $189,537-11.6% | $85,847+95.2% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 15.52% | 38.14%-22.6pp | 555.34%-539.8pp | 318.61%-303.1pp |
| Employer contribution / active EE | $8,560 | $4,344+97.0% | $6,161+38.9% | $2,565+233.7% |
| Participant deferral / active EE | $4,358 | $6,260-30.4% | $8,220-47.0% | $3,952+10.3% |
| Admin fee / account holder | $7,783 | $8,630-9.8% | $12,048-35.4% | $6,261+24.3% |