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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 | $161,431 | $183,516-12.0% | $155,534+3.8% | $145,884+10.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.71% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $15,300 | $5,315+187.9% | $4,675+227.3% | $4,662+228.2% |
| Participant deferral / active EE | $4,892 | $6,467-24.3% | $5,630-13.1% | $6,690-26.9% |
| Admin fee / account holder | $15,118 | $19,293-21.6% | $15,900-4.9% | $13,392+12.9% |