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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 | $170,976 | $166,242+2.8% | $165,071+3.6% | $145,884+17.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.71% | 100.44%-85.7pp | 70.17%-55.5pp | 551.85%-537.1pp |
| Employer contribution / active EE | $9,501 | $5,283+79.8% | $4,347+118.5% | $4,662+103.8% |
| Participant deferral / active EE | $8,871 | $6,964+27.4% | $6,035+47.0% | $6,690+32.6% |
| Admin fee / account holder | $3,693 | $16,658-77.8% | $12,695-70.9% | $13,392-72.4% |