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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 | $185,632 | $160,028+16.0% | $147,080+26.2% | $145,884+27.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 17.69% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,009 | $5,286-43.1% | $4,933-39.0% | $4,662-35.5% |
| Participant deferral / active EE | $13,105 | $8,422+55.6% | $8,066+62.5% | $6,690+95.9% |
| Admin fee / account holder | $4,793 | $15,030-68.1% | $12,989-63.1% | $13,392-64.2% |