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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 | $160,070+21.6% | $147,117+32.3% | $145,897+33.4% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 15.64% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $5,848 | $5,285+10.7% | $4,932+18.6% | $4,663+25.4% |
| Participant deferral / active EE | $11,630 | $8,419+38.1% | $8,065+44.2% | $6,689+73.9% |
| Admin fee / account holder | $25,076 | $15,035+66.8% | $12,993+93.0% | $13,390+87.3% |