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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 | $186,357 | $175,257+6.3% | $149,717+24.5% | $139,456+33.6% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 13.91% | 166.70%-152.8pp | 134.41%-120.5pp | 373.45%-359.5pp |
| Employer contribution / active EE | $11,151 | $5,477+103.6% | $4,820+131.4% | $4,753+134.6% |
| Participant deferral / active EE | $8,336 | $6,521+27.8% | $5,682+46.7% | $6,711+24.2% |
| Admin fee / account holder | $3,001 | $16,156-81.4% | $13,213-77.3% | $11,407-73.7% |