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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 | $203,443 | $175,231+16.1% | $149,696+35.9% | $139,466+45.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 24.19% | 166.77%-142.6pp | 134.46%-110.3pp | 373.66%-349.5pp |
| Employer contribution / active EE | $3,176 | $5,478-42.0% | $4,821-34.1% | $4,754-33.2% |
| Participant deferral / active EE | $8,451 | $6,521+29.6% | $5,682+48.7% | $6,712+25.9% |
| Admin fee / account holder | $488 | $16,155-97.0% | $13,212-96.3% | $11,409-95.7% |