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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 | $147,962 | $126,519+16.9% | $106,201+39.3% | $145,959+1.4% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 14.65% | 225.10%-210.5pp | 116.26%-101.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $6,015 | $3,726+61.5% | $3,170+89.8% | $4,661+29.1% |
| Participant deferral / active EE | $2,277 | $5,716-60.2% | $5,012-54.6% | $6,689-66.0% |
| Admin fee / account holder | $6,046 | $17,312-65.1% | $11,039-45.2% | $13,398-54.9% |