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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 | $162,292 | $185,905-12.7% | $170,057-4.6% | $139,487+16.3% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 24.51% | 60.56%-36.1pp | 53.42%-28.9pp | 373.84%-349.3pp |
| Employer contribution / active EE | $11,653 | $7,597+53.4% | $6,790+71.6% | $4,755+145.1% |
| Participant deferral / active EE | $13,899 | $11,627+19.5% | $10,411+33.5% | $6,713+107.1% |
| Admin fee / account holder | $7,867 | $15,397-48.9% | $12,826-38.7% | $11,407-31.0% |