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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 | $173,236 | $183,539-5.6% | $155,556+11.4% | $145,897+18.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.09% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $11,995 | $5,315+125.7% | $4,675+156.6% | $4,663+157.3% |
| Participant deferral / active EE | $9,773 | $6,467+51.1% | $5,631+73.6% | $6,689+46.1% |
| Admin fee / account holder | $589 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |