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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 | $144,467 | $183,539-21.3% | $155,556-7.1% | $145,897-1.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.54% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $9,635 | $5,315+81.3% | $4,675+106.1% | $4,663+106.6% |
| Participant deferral / active EE | $8,299 | $6,467+28.3% | $5,631+47.4% | $6,689+24.1% |
| Admin fee / account holder | $1,563 | $19,275-91.9% | $15,885-90.2% | $13,390-88.3% |