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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 | $173,963 | $160,070+8.7% | $147,117+18.2% | $145,897+19.2% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 16.79% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,823 | $5,285-46.6% | $4,932-42.8% | $4,663-39.5% |
| Participant deferral / active EE | $6,746 | $8,419-19.9% | $8,065-16.3% | $6,689+0.8% |
| Admin fee / account holder | $17,276 | $15,035+14.9% | $12,993+33.0% | $13,390+29.0% |