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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 | $141,832 | $108,897+30.2% | $100,378+41.3% | $145,877-2.8% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 13.84% | 58.17%-44.3pp | 49.41%-35.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,730 | $4,420-15.6% | $3,942-5.4% | $4,663-20.0% |
| Participant deferral / active EE | $12,454 | $8,455+47.3% | $8,087+54.0% | $6,691+86.1% |
| Admin fee / account holder | $12,149 | $9,690+25.4% | $7,899+53.8% | $13,402-9.4% |