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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 | $174,171 | $175,259-0.6% | $149,723+16.3% | $139,487+24.9% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 14.50% | 166.82%-152.3pp | 134.50%-120.0pp | 373.84%-359.3pp |
| Employer contribution / active EE | $9,138 | $5,478+66.8% | $4,821+89.5% | $4,755+92.2% |
| Participant deferral / active EE | $9,804 | $6,522+50.3% | $5,682+72.5% | $6,713+46.0% |
| Admin fee / account holder | $46,320 | $16,158+186.7% | $13,215+250.5% | $11,407+306.1% |