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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 | $197,058 | $166,268+18.5% | $165,100+19.4% | $145,897+35.1% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 14.77% | 100.52%-85.8pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $4,152 | $5,284-21.4% | $4,348-4.5% | $4,663-10.9% |
| Participant deferral / active EE | $10,861 | $6,964+55.9% | $6,035+80.0% | $6,689+62.4% |
| Admin fee / account holder | $1,589 | $16,659-90.5% | $12,696-87.5% | $13,390-88.1% |