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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 | $198,315 | $160,070+23.9% | $147,117+34.8% | $145,897+35.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.34% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,962 | $5,285-44.0% | $4,932-40.0% | $4,663-36.5% |
| Participant deferral / active EE | $8,153 | $8,419-3.2% | $8,065+1.1% | $6,689+21.9% |
| Admin fee / account holder | $1,571 | $15,035-89.6% | $12,993-87.9% | $13,390-88.3% |