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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 | $160,205 | $183,539-12.7% | $155,556+3.0% | $145,897+9.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.49% | 61.31%-46.8pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $9,073 | $5,315+70.7% | $4,675+94.0% | $4,663+94.6% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $740 | $19,275-96.2% | $15,885-95.3% | $13,390-94.5% |