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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 | $187,972 | $160,070+17.4% | $147,117+27.8% | $145,897+28.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.24% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,994 | $5,285-43.4% | $4,932-39.3% | $4,663-35.8% |
| Participant deferral / active EE | $18,235 | $8,419+116.6% | $8,065+126.1% | $6,689+172.6% |
| Admin fee / account holder | $8,940 | $15,035-40.5% | $12,993-31.2% | $13,390-33.2% |