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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 | $232,189 | $176,120+31.8% | $159,487+45.6% | $167,553+38.6% |
| Participation rate | 95.8% | 85.0%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 15.90% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $4,582 | $5,299-13.5% | $4,831-5.2% | $4,840-5.3% |
| Participant deferral / active EE | $11,658 | $7,752+50.4% | $7,354+58.5% | $6,343+83.8% |
| Admin fee / account holder | $2,964 | $12,561-76.4% | $10,804-72.6% | $12,316-75.9% |