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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 | $221,401 | $176,105+25.7% | $159,474+38.8% | $167,536+32.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.17% | 331.91%-319.7pp | 263.68%-251.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $3,618 | $5,299-31.7% | $4,831-25.1% | $4,839-25.2% |
| Participant deferral / active EE | $8,066 | $7,751+4.1% | $7,353+9.7% | $6,342+27.2% |
| Admin fee / account holder | $12,696 | $12,559+1.1% | $10,802+17.5% | $12,315+3.1% |