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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 | $163,715 | $109,967+48.9% | $97,197+68.4% | $145,877+12.2% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 11.25% | 244.27%-233.0pp | 75.47%-64.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $5,413 | $3,077+75.9% | $2,723+98.8% | $4,663+16.1% |
| Participant deferral / active EE | $11,853 | $4,676+153.5% | $4,263+178.0% | $6,691+77.2% |
| Admin fee / account holder | $57,076 | $6,199+820.7% | $5,637+912.5% | $13,402+325.9% |