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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 | $193,454 | $160,040+20.9% | $147,096+31.5% | $145,877+32.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.01% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,488 | $5,289+3.7% | $4,936+11.2% | $4,663+17.7% |
| Participant deferral / active EE | $15,670 | $8,429+85.9% | $8,071+94.1% | $6,691+134.2% |
| Admin fee / account holder | $2,186 | $15,050-85.5% | $13,005-83.2% | $13,402-83.7% |