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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 | $177,954 | $175,259+1.5% | $149,723+18.9% | $139,487+27.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 21.17% | 166.82%-145.7pp | 134.50%-113.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $5,468 | $5,478-0.2% | $4,821+13.4% | $4,755+15.0% |
| Participant deferral / active EE | $6,483 | $6,522-0.6% | $5,682+14.1% | $6,713-3.4% |
| Admin fee / account holder | $3,140 | $16,158-80.6% | $13,215-76.2% | $11,407-72.5% |