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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 | $163,550 | $183,539-10.9% | $155,556+5.1% | $145,897+12.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.16% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $9,455 | $5,315+77.9% | $4,675+102.2% | $4,663+102.8% |
| Participant deferral / active EE | $4,113 | $6,467-36.4% | $5,631-27.0% | $6,689-38.5% |
| Admin fee / account holder | $2,485 | $19,275-87.1% | $15,885-84.4% | $13,390-81.4% |