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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 | $185,092 | $160,028+15.7% | $147,080+25.8% | $145,884+26.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.01% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,442 | $5,286-16.0% | $4,933-10.0% | $4,662-4.7% |
| Participant deferral / active EE | $4,990 | $8,422-40.7% | $8,066-38.1% | $6,690-25.4% |
| Admin fee / account holder | $5,109 | $15,030-66.0% | $12,989-60.7% | $13,392-61.8% |