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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 | $196,141 | $176,105+11.4% | $159,474+23.0% | $167,536+17.1% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 10.77% | 331.91%-321.1pp | 263.68%-252.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,623 | $5,299-69.4% | $4,831-66.4% | $4,839-66.5% |
| Participant deferral / active EE | $3,706 | $7,751-52.2% | $7,353-49.6% | $6,342-41.6% |
| Admin fee / account holder | $5,401 | $12,559-57.0% | $10,802-50.0% | $12,315-56.1% |