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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 | $157,697 | $136,860+15.2% | $120,344+31.0% | $154,746+1.9% |
| Participation rate | 90.5% | 79.9%+10.6pp | 76.7%+13.8pp | 80.7%+9.8pp |
| Annual return | 98.57% | 21.38%+77.2pp | 20.30%+78.3pp | 172.34%-73.8pp |
| Employer contribution / active EE | $18,925 | $3,533+435.7% | $3,020+526.6% | $4,379+332.2% |
| Participant deferral / active EE | $17,995 | $5,793+210.6% | $5,135+250.4% | $6,730+167.4% |
| Admin fee / account holder | $11,088 | $15,393-28.0% | $12,742-13.0% | $14,365-22.8% |