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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 | $193,318 | $160,028+20.8% | $147,080+31.4% | $145,884+32.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 13.64% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,952 | $5,286-25.2% | $4,933-19.9% | $4,662-15.2% |
| Participant deferral / active EE | $9,386 | $8,422+11.4% | $8,066+16.4% | $6,690+40.3% |
| Admin fee / account holder | $1,873 | $15,030-87.5% | $12,989-85.6% | $13,392-86.0% |