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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 | $156,028 | $175,259-11.0% | $149,723+4.2% | $139,487+11.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 29.59% | 166.82%-137.2pp | 134.50%-104.9pp | 373.84%-344.3pp |
| Employer contribution / active EE | $6,177 | $5,478+12.8% | $4,821+28.1% | $4,755+29.9% |
| Participant deferral / active EE | $5,860 | $6,522-10.1% | $5,682+3.1% | $6,713-12.7% |
| Admin fee / account holder | $1,569 | $16,158-90.3% | $13,215-88.1% | $11,407-86.2% |