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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 | $162,918 | $155,833+4.5% | $124,693+30.7% | $167,536-2.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 16.43% | 17.98%-1.5pp | 5144.19%-5127.8pp | 478.82%-462.4pp |
| Employer contribution / active EE | $8,354 | $4,164+100.6% | $3,324+151.3% | $4,839+72.6% |
| Participant deferral / active EE | $10,985 | $5,675+93.6% | $4,615+138.0% | $6,342+73.2% |
| Admin fee / account holder | $12,195 | $9,534+27.9% | $7,494+62.7% | $12,315-1.0% |