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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 | $154,323 | $160,028-3.6% | $147,080+4.9% | $145,884+5.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.29% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $6,038 | $5,286+14.2% | $4,933+22.4% | $4,662+29.5% |
| Participant deferral / active EE | $10,798 | $8,422+28.2% | $8,066+33.9% | $6,690+61.4% |
| Admin fee / account holder | $13,020 | $15,030-13.4% | $12,989+0.2% | $13,392-2.8% |