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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 | $158,726 | $160,040-0.8% | $147,096+7.9% | $145,877+8.8% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 9.94% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $6,250 | $5,289+18.2% | $4,936+26.6% | $4,663+34.0% |
| Participant deferral / active EE | $3,585 | $8,429-57.5% | $8,071-55.6% | $6,691-46.4% |
| Admin fee / account holder | $38,318 | $15,050+154.6% | $13,005+194.6% | $13,402+185.9% |