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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 | $169,091 | $183,592-7.9% | $155,574+8.7% | $145,877+15.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.80% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $7,834 | $5,317+47.3% | $4,676+67.5% | $4,663+68.0% |
| Participant deferral / active EE | $6,764 | $6,466+4.6% | $5,629+20.2% | $6,691+1.1% |
| Admin fee / account holder | $5,290 | $19,316-72.6% | $15,914-66.8% | $13,402-60.5% |