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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 | $156,604 | $160,070-2.2% | $147,117+6.4% | $145,897+7.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 15.47% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,050 | $5,285-42.3% | $4,932-38.2% | $4,663-34.6% |
| Participant deferral / active EE | $8,650 | $8,419+2.7% | $8,065+7.3% | $6,689+29.3% |
| Admin fee / account holder | $18,767 | $15,035+24.8% | $12,993+44.4% | $13,390+40.2% |