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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 | $151,796 | $144,130+5.3% | $117,861+28.8% | $147,586+2.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 19.42% | 531.20%-511.8pp | 335.11%-315.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $2,413 | $4,897-50.7% | $3,786-36.3% | $4,876-50.5% |
| Participant deferral / active EE | $8,468 | $5,316+59.3% | $4,482+88.9% | $5,439+55.7% |
| Admin fee / account holder | $1,579 | $10,887-85.5% | $8,021-80.3% | $10,886-85.5% |