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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 | $160,070+33.7% | $147,117+45.5% | $145,897+46.7% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 16.16% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $4,602 | $5,285-12.9% | $4,932-6.7% | $4,663-1.3% |
| Participant deferral / active EE | $8,699 | $8,419+3.3% | $8,065+7.9% | $6,689+30.0% |
| Admin fee / account holder | $1,401 | $15,035-90.7% | $12,993-89.2% | $13,390-89.5% |