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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 | $214,022 | $159,934+33.8% | $147,005+45.6% | $145,959+46.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 16.16% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $4,602 | $5,287-13.0% | $4,934-6.7% | $4,661-1.3% |
| Participant deferral / active EE | $8,699 | $8,427+3.2% | $8,070+7.8% | $6,689+30.1% |
| Admin fee / account holder | $1,401 | $15,053-90.7% | $13,006-89.2% | $13,398-89.5% |