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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 | $156,664 | $121,701+28.7% | $104,639+49.7% | $158,982-1.5% |
| Participation rate | 89.5% | 77.5%+11.9pp | 74.1%+15.4pp | 82.0%+7.5pp |
| Annual return | 11.39% | 465.72%-454.3pp | 340.67%-329.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $3,334 | $3,165+5.3% | $2,682+24.3% | $4,763-30.0% |
| Participant deferral / active EE | $4,951 | $4,176+18.6% | $3,738+32.4% | $5,983-17.3% |
| Admin fee / account holder | $904 | $7,778-88.4% | $6,465-86.0% | $11,252-92.0% |