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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 | $154,369 | $202,342-23.7% | $172,752-10.6% | $152,897+1.0% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.5%+7.0pp |
| Annual return | 14.97% | 1029.83%-1014.9pp | 802.97%-788.0pp | 345.43%-330.5pp |
| Employer contribution / active EE | $7,211 | $5,858+23.1% | $5,144+40.2% | $4,764+51.4% |
| Participant deferral / active EE | $4,175 | $5,948-29.8% | $5,198-19.7% | $5,851-28.6% |
| Admin fee / account holder | $1,356 | $17,111-92.1% | $13,955-90.3% | $11,599-88.3% |