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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 | $153,800 | $107,368+43.2% | $92,915+65.5% | $152,909+0.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 51.76% | 145.64%-93.9pp | 109.45%-57.7pp | 345.46%-293.7pp |
| Employer contribution / active EE | $4,212 | $4,222-0.2% | $3,653+15.3% | $4,764-11.6% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+194.9% | $5,851+113.6% |
| Admin fee / account holder | $376 | $7,082-94.7% | $5,796-93.5% | $11,601-96.8% |