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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 | $191,899 | $176,120+9.0% | $159,487+20.3% | $167,553+14.5% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 23.99% | 331.95%-308.0pp | 263.71%-239.7pp | 478.89%-454.9pp |
| Employer contribution / active EE | $8,344 | $5,299+57.5% | $4,831+72.7% | $4,840+72.4% |
| Participant deferral / active EE | $3,916 | $7,752-49.5% | $7,354-46.7% | $6,343-38.3% |
| Admin fee / account holder | $12,002 | $12,561-4.4% | $10,804+11.1% | $12,316-2.5% |