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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 | $160,040+8.7% | $147,096+18.3% | $145,877+19.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 16.79% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,823 | $5,289-46.6% | $4,936-42.8% | $4,663-39.5% |
| Participant deferral / active EE | $6,746 | $8,429-20.0% | $8,071-16.4% | $6,691+0.8% |
| Admin fee / account holder | $17,276 | $15,050+14.8% | $13,005+32.8% | $13,402+28.9% |