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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 | $182,772 | $160,070+14.2% | $147,117+24.2% | $145,897+25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.88% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,135 | $5,285-21.8% | $4,932-16.2% | $4,663-11.3% |
| Participant deferral / active EE | $3,980 | $8,419-52.7% | $8,065-50.7% | $6,689-40.5% |
| Admin fee / account holder | $2,315 | $15,035-84.6% | $12,993-82.2% | $13,390-82.7% |