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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 | $202,227 | $196,972+2.7% | $182,262+11.0% | $198,609+1.8% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 12.47% | 158.27%-145.8pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $12,517 | $5,364+133.4% | $5,046+148.1% | $5,055+147.6% |
| Participant deferral / active EE | $12,650 | $8,643+46.4% | $8,276+52.8% | $6,977+81.3% |
| Admin fee / account holder | $4,932 | $18,429-73.2% | $16,712-70.5% | $19,030-74.1% |