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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 | $166,131+18.6% | $164,975+19.4% | $145,877+35.1% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 14.77% | 100.37%-85.6pp | 70.12%-55.4pp | 551.28%-536.5pp |
| Employer contribution / active EE | $4,152 | $5,276-21.3% | $4,343-4.4% | $4,663-11.0% |
| Participant deferral / active EE | $10,861 | $6,962+56.0% | $6,033+80.0% | $6,691+62.3% |
| Admin fee / account holder | $1,589 | $16,648-90.5% | $12,688-87.5% | $13,402-88.1% |