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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 | $166,131+10.2% | $164,975+10.9% | $145,877+25.5% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 13.41% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $5,845 | $5,276+10.8% | $4,343+34.6% | $4,663+25.3% |
| Participant deferral / active EE | $12,259 | $6,962+76.1% | $6,033+103.2% | $6,691+83.2% |
| Admin fee / account holder | $15,859 | $16,648-4.7% | $12,688+25.0% | $13,402+18.3% |