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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 | $164,412 | $175,257-6.2% | $149,717+9.8% | $139,456+17.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.21% | 166.70%-145.5pp | 134.41%-113.2pp | 373.45%-352.2pp |
| Employer contribution / active EE | $11,270 | $5,477+105.8% | $4,820+133.8% | $4,753+137.1% |
| Participant deferral / active EE | $12,281 | $6,521+88.3% | $5,682+116.1% | $6,711+83.0% |
| Admin fee / account holder | $702 | $16,156-95.7% | $13,213-94.7% | $11,407-93.8% |