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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 | $176,364 | $198,457-11.1% | $170,435+3.5% | $147,586+19.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 16.47% | 257.30%-240.8pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $14,491 | $6,183+134.4% | $5,432+166.8% | $4,876+197.2% |
| Participant deferral / active EE | $9,037 | $5,629+60.5% | $4,939+83.0% | $5,439+66.2% |
| Admin fee / account holder | $5,165 | $16,852-69.4% | $13,881-62.8% | $10,886-52.6% |