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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 | $178,721 | $160,028+11.7% | $147,080+21.5% | $145,884+22.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 17.90% | 98.60%-80.7pp | 420.17%-402.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $5,789 | $5,286+9.5% | $4,933+17.3% | $4,662+24.2% |
| Participant deferral / active EE | $16,006 | $8,422+90.0% | $8,066+98.4% | $6,690+139.3% |
| Admin fee / account holder | $737 | $15,030-95.1% | $12,989-94.3% | $13,392-94.5% |