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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 | $194,307 | $159,934+21.5% | $147,005+32.2% | $145,959+33.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 24.30% | 98.24%-73.9pp | 418.76%-394.5pp | 561.95%-537.6pp |
| Employer contribution / active EE | $7,197 | $5,287+36.1% | $4,934+45.9% | $4,661+54.4% |
| Participant deferral / active EE | $12,298 | $8,427+45.9% | $8,070+52.4% | $6,689+83.9% |
| Admin fee / account holder | $4,686 | $15,053-68.9% | $13,006-64.0% | $13,398-65.0% |