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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 | $157,566 | $183,592-14.2% | $155,567+1.3% | $145,959+8.0% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.5pp | 80.3%+14.5pp |
| Annual return | 9.87% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $8,680 | $5,315+63.3% | $4,674+85.7% | $4,661+86.2% |
| Participant deferral / active EE | $5,826 | $6,464-9.9% | $5,628+3.5% | $6,689-12.9% |
| Admin fee / account holder | $4,546 | $19,318-76.5% | $15,916-71.4% | $13,398-66.1% |