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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 | $156,424 | $108,942+43.6% | $100,415+55.8% | $145,897+7.2% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.63% | 58.27%-45.6pp | 49.47%-36.8pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,090 | $4,422-30.1% | $3,943-21.6% | $4,663-33.7% |
| Participant deferral / active EE | $5,645 | $8,461-33.3% | $8,091-30.2% | $6,689-15.6% |
| Admin fee / account holder | $9,584 | $9,702-1.2% | $7,906+21.2% | $13,390-28.4% |