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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 | $193,927 | $198,457-2.3% | $170,435+13.8% | $147,586+31.4% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 15.97% | 257.30%-241.3pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,506 | $6,183-59.5% | $5,432-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $8,648 | $5,629+53.6% | $4,939+75.1% | $5,439+59.0% |
| Admin fee / account holder | $30,029 | $16,852+78.2% | $13,881+116.3% | $10,886+175.9% |