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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 | $201,478 | $160,040+25.9% | $147,096+37.0% | $145,877+38.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 15.21% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,120 | $5,289-41.0% | $4,936-36.8% | $4,663-33.1% |
| Participant deferral / active EE | $13,145 | $8,429+56.0% | $8,071+62.9% | $6,691+96.5% |
| Admin fee / account holder | $1,299 | $15,050-91.4% | $13,005-90.0% | $13,402-90.3% |