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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 | $194,864 | $160,028+21.8% | $147,080+32.5% | $145,884+33.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.62% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,026 | $5,286-23.8% | $4,933-18.4% | $4,662-13.6% |
| Participant deferral / active EE | $13,616 | $8,422+61.7% | $8,066+68.8% | $6,690+103.5% |
| Admin fee / account holder | $4,141 | $15,030-72.4% | $12,989-68.1% | $13,392-69.1% |