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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 | $160,040+14.5% | $147,096+24.5% | $145,877+25.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,868 | $5,289-45.8% | $4,936-41.9% | $4,663-38.5% |
| Participant deferral / active EE | $6,149 | $8,429-27.1% | $8,071-23.8% | $6,691-8.1% |
| Admin fee / account holder | $14,597 | $15,050-3.0% | $13,005+12.2% | $13,402+8.9% |