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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 | $162,655 | $174,379-6.7% | $152,093+6.9% | $138,895+17.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 14.38% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $9,027 | $4,652+94.0% | $4,175+116.2% | $4,194+115.2% |
| Participant deferral / active EE | $11,332 | $6,159+84.0% | $5,451+107.9% | $6,396+77.2% |
| Admin fee / account holder | $236,149 | $16,880+1299.0% | $14,497+1529.0% | $12,562+1779.8% |