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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 | $222,125 | $166,020+33.8% | $164,866+34.7% | $145,959+52.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 26.17% | 100.08%-73.9pp | 69.97%-43.8pp | 561.95%-535.8pp |
| Employer contribution / active EE | $5,383 | $5,275+2.1% | $4,343+24.0% | $4,661+15.5% |
| Participant deferral / active EE | $15,684 | $6,961+125.3% | $6,033+160.0% | $6,689+134.5% |
| Admin fee / account holder | $2,211 | $16,644-86.7% | $12,689-82.6% | $13,398-83.5% |