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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 | $181,867 | $183,516-0.9% | $155,534+16.9% | $145,884+24.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.97% | 61.43%-45.5pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $9,276 | $5,315+74.5% | $4,675+98.4% | $4,662+99.0% |
| Participant deferral / active EE | $5,819 | $6,467-10.0% | $5,630+3.4% | $6,690-13.0% |
| Admin fee / account holder | $113,491 | $19,293+488.2% | $15,900+613.8% | $13,392+747.5% |