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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 | $189,023 | $160,028+18.1% | $147,080+28.5% | $145,884+29.6% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 13.53% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,266 | $5,286-19.3% | $4,933-13.5% | $4,662-8.5% |
| Participant deferral / active EE | $11,133 | $8,422+32.2% | $8,066+38.0% | $6,690+66.4% |
| Admin fee / account holder | $6,896 | $15,030-54.1% | $12,989-46.9% | $13,392-48.5% |