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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 | $166,020+10.2% | $164,866+11.0% | $145,959+25.4% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 13.41% | 100.08%-86.7pp | 69.97%-56.6pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,845 | $5,275+10.8% | $4,343+34.6% | $4,661+25.4% |
| Participant deferral / active EE | $12,259 | $6,961+76.1% | $6,033+103.2% | $6,689+83.3% |
| Admin fee / account holder | $15,859 | $16,644-4.7% | $12,689+25.0% | $13,398+18.4% |