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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 | $159,978+17.5% | $147,041+27.8% | $145,978+28.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.24% | 98.36%-85.1pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,994 | $5,288-43.4% | $4,935-39.3% | $4,662-35.8% |
| Participant deferral / active EE | $18,235 | $8,429+116.3% | $8,071+125.9% | $6,690+172.6% |
| Admin fee / account holder | $8,940 | $15,053-40.6% | $13,006-31.3% | $13,400-33.3% |