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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 | $150,159 | $121,701+23.4% | $104,639+43.5% | $158,982-5.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 21.11% | 465.72%-444.6pp | 340.67%-319.6pp | 302.99%-281.9pp |
| Employer contribution / active EE | $7,245 | $3,165+128.9% | $2,682+170.2% | $4,763+52.1% |
| Participant deferral / active EE | $6,509 | $4,176+55.9% | $3,738+74.1% | $5,983+8.8% |
| Admin fee / account holder | $530 | $7,778-93.2% | $6,465-91.8% | $11,252-95.3% |