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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 | $190,085 | $159,934+18.9% | $147,005+29.3% | $145,959+30.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.28% | 98.24%-81.0pp | 418.76%-401.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $6,664 | $5,287+26.0% | $4,934+35.1% | $4,661+43.0% |
| Participant deferral / active EE | $12,278 | $8,427+45.7% | $8,070+52.1% | $6,689+83.6% |
| Admin fee / account holder | $12,666 | $15,053-15.9% | $13,006-2.6% | $13,398-5.5% |