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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 | $183,539-14.2% | $155,556+1.3% | $145,897+8.0% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 9.87% | 61.31%-51.4pp | 64.84%-55.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $8,680 | $5,315+63.3% | $4,675+85.7% | $4,663+86.2% |
| Participant deferral / active EE | $5,826 | $6,467-9.9% | $5,631+3.5% | $6,689-12.9% |
| Admin fee / account holder | $4,546 | $19,275-76.4% | $15,885-71.4% | $13,390-66.0% |