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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 | $163,761 | $175,259-6.6% | $149,723+9.4% | $139,487+17.4% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 14.60% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $16,495 | $5,478+201.1% | $4,821+242.1% | $4,755+246.9% |
| Participant deferral / active EE | $9,547 | $6,522+46.4% | $5,682+68.0% | $6,713+42.2% |
| Admin fee / account holder | $59,887 | $16,158+270.6% | $13,215+353.2% | $11,407+425.0% |