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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 | $135,742 | $183,539-26.0% | $155,556-12.7% | $145,897-7.0% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 13.61% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $9,301 | $5,315+75.0% | $4,675+98.9% | $4,663+99.5% |
| Participant deferral / active EE | $6,425 | $6,467-0.6% | $5,631+14.1% | $6,689-3.9% |
| Admin fee / account holder | $33,736 | $19,275+75.0% | $15,885+112.4% | $13,390+151.9% |