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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 | $183,014 | $166,268+10.1% | $165,100+10.9% | $145,897+25.4% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 13.41% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $5,845 | $5,284+10.6% | $4,348+34.4% | $4,663+25.4% |
| Participant deferral / active EE | $12,259 | $6,964+76.0% | $6,035+103.1% | $6,689+83.3% |
| Admin fee / account holder | $15,859 | $16,659-4.8% | $12,696+24.9% | $13,390+18.4% |