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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 | $183,175 | $160,070+14.4% | $147,117+24.5% | $145,897+25.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.77% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,868 | $5,285-45.7% | $4,932-41.9% | $4,663-38.5% |
| Participant deferral / active EE | $6,149 | $8,419-27.0% | $8,065-23.8% | $6,689-8.1% |
| Admin fee / account holder | $14,597 | $15,035-2.9% | $12,993+12.3% | $13,390+9.0% |