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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 | $179,359 | $125,237+43.2% | $105,608+69.8% | $145,877+23.0% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.99% | 225.76%-211.8pp | 116.50%-102.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,218 | $3,720+40.2% | $3,167+64.7% | $4,663+11.9% |
| Participant deferral / active EE | $6,865 | $5,711+20.2% | $5,010+37.0% | $6,691+2.6% |
| Admin fee / account holder | $1,292 | $17,287-92.5% | $11,028-88.3% | $13,402-90.4% |