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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 | $169,420 | $183,539-7.7% | $155,556+8.9% | $145,897+16.1% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 11.23% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $13,877 | $5,315+161.1% | $4,675+196.8% | $4,663+197.6% |
| Participant deferral / active EE | $6,485 | $6,467+0.3% | $5,631+15.2% | $6,689-3.1% |
| Admin fee / account holder | $5,463 | $19,275-71.7% | $15,885-65.6% | $13,390-59.2% |