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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 | $178,431 | $171,492+4.0% | $150,734+18.4% | $198,609-10.2% |
| Participation rate | 94.7% | 81.4%+13.3pp | 78.4%+16.3pp | 82.4%+12.4pp |
| Annual return | 14.40% | 804.70%-790.3pp | 600.81%-586.4pp | 202.70%-188.3pp |
| Employer contribution / active EE | $16,842 | $5,470+207.9% | $4,918+242.4% | $5,055+233.2% |
| Participant deferral / active EE | $4,272 | $6,259-31.7% | $5,610-23.8% | $6,977-38.8% |
| Admin fee / account holder | $16,435 | $17,628-6.8% | $14,905+10.3% | $19,030-13.6% |