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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 | $189,020 | $217,432-13.1% | $185,851+1.7% | $167,553+12.8% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 10.50% | 148.43%-137.9pp | 122.11%-111.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $5,098 | $5,874-13.2% | $5,168-1.4% | $4,840+5.3% |
| Participant deferral / active EE | $9,634 | $6,357+51.5% | $5,569+73.0% | $6,343+51.9% |
| Admin fee / account holder | $39,225 | $19,820+97.9% | $16,245+141.5% | $12,316+218.5% |