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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 | $150,817 | $175,231-13.9% | $149,696+0.7% | $139,466+8.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 12.25% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $7,608 | $5,478+38.9% | $4,821+57.8% | $4,754+60.0% |
| Participant deferral / active EE | $3,449 | $6,521-47.1% | $5,682-39.3% | $6,712-48.6% |
| Admin fee / account holder | $1,270 | $16,155-92.1% | $13,212-90.4% | $11,409-88.9% |