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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 | $151,009 | $108,942+38.6% | $100,415+50.4% | $145,897+3.5% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 11.61% | 58.27%-46.7pp | 49.47%-37.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,364 | $4,422+21.3% | $3,943+36.0% | $4,663+15.0% |
| Participant deferral / active EE | $12,334 | $8,461+45.8% | $8,091+52.4% | $6,689+84.4% |
| Admin fee / account holder | $16,073 | $9,702+65.7% | $7,906+103.3% | $13,390+20.0% |