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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 | $78,027 | $183,627-57.5% | $155,602-49.9% | $145,978-46.5% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 14.67% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $8,917 | $5,316+67.7% | $4,675+90.7% | $4,662+91.3% |
| Participant deferral / active EE | $15,512 | $6,466+139.9% | $5,629+175.6% | $6,690+131.9% |
| Admin fee / account holder | $38,702 | $19,327+100.2% | $15,923+143.1% | $13,400+188.8% |