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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 | $164,429 | $112,131+46.6% | $95,964+71.3% | $158,982+3.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 39.65% | 171.19%-131.5pp | 91.64%-52.0pp | 302.99%-263.3pp |
| Employer contribution / active EE | $10,505 | $3,199+228.4% | $2,541+313.4% | $4,763+120.6% |
| Participant deferral / active EE | $6,511 | $4,784+36.1% | $4,167+56.3% | $5,983+8.8% |
| Admin fee / account holder | $950 | $10,136-90.6% | $6,797-86.0% | $11,252-91.6% |