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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 | $160,040+15.7% | $147,096+25.8% | $145,877+26.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.01% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $4,442 | $5,289-16.0% | $4,936-10.0% | $4,663-4.7% |
| Participant deferral / active EE | $4,990 | $8,429-40.8% | $8,071-38.2% | $6,691-25.4% |
| Admin fee / account holder | $5,109 | $15,050-66.1% | $13,005-60.7% | $13,402-61.9% |