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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 | $194,175 | $183,516+5.8% | $155,534+24.8% | $145,884+33.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.78% | 61.43%-45.7pp | 64.92%-49.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $9,184 | $5,315+72.8% | $4,675+96.5% | $4,662+97.0% |
| Participant deferral / active EE | $6,758 | $6,467+4.5% | $5,630+20.0% | $6,690+1.0% |
| Admin fee / account holder | $153,328 | $19,293+694.7% | $15,900+864.3% | $13,392+1044.9% |