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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 | $184,116 | $175,231+5.1% | $149,696+23.0% | $139,466+32.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.55% | 166.77%-151.2pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,848 | $5,478-66.3% | $4,821-61.7% | $4,754-61.1% |
| Participant deferral / active EE | $4,971 | $6,521-23.8% | $5,682-12.5% | $6,712-25.9% |
| Admin fee / account holder | $9,064 | $16,155-43.9% | $13,212-31.4% | $11,409-20.6% |