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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 | $211,149 | $196,972+7.2% | $182,262+15.8% | $198,609+6.3% |
| Participation rate | 95.7% | 85.7%+10.0pp | 84.2%+11.4pp | 82.4%+13.3pp |
| Annual return | 16.22% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $5,217 | $5,364-2.7% | $5,046+3.4% | $5,055+3.2% |
| Participant deferral / active EE | $8,449 | $8,643-2.2% | $8,276+2.1% | $6,977+21.1% |
| Admin fee / account holder | $30,434 | $18,429+65.1% | $16,712+82.1% | $19,030+59.9% |