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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 | $149,268 | $159,934-6.7% | $147,005+1.5% | $145,959+2.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.69% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $9,691 | $5,287+83.3% | $4,934+96.4% | $4,661+107.9% |
| Participant deferral / active EE | $14,383 | $8,427+70.7% | $8,070+78.2% | $6,689+115.0% |
| Admin fee / account holder | $564 | $15,053-96.3% | $13,006-95.7% | $13,398-95.8% |