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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 | $160,797 | $202,440-20.6% | $169,390-5.1% | $139,466+15.3% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 14.81% | 532.36%-517.6pp | 406.07%-391.3pp | 373.66%-358.9pp |
| Employer contribution / active EE | $7,755 | $4,693+65.3% | $4,013+93.3% | $4,754+63.1% |
| Participant deferral / active EE | $7,234 | $6,940+4.2% | $6,222+16.3% | $6,712+7.8% |
| Admin fee / account holder | $17,639 | $10,722+64.5% | $9,015+95.7% | $11,409+54.6% |