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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 | $194,634 | $160,040+21.6% | $147,096+32.3% | $145,877+33.4% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 15.64% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $5,848 | $5,289+10.6% | $4,936+18.5% | $4,663+25.4% |
| Participant deferral / active EE | $11,630 | $8,429+38.0% | $8,071+44.1% | $6,691+73.8% |
| Admin fee / account holder | $25,076 | $15,050+66.6% | $13,005+92.8% | $13,402+87.1% |