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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 | $192,371 | $183,539+4.8% | $155,556+23.7% | $145,897+31.9% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.08% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $6,241 | $5,315+17.4% | $4,675+33.5% | $4,663+33.8% |
| Participant deferral / active EE | $4,108 | $6,467-36.5% | $5,631-27.0% | $6,689-38.6% |
| Admin fee / account holder | $445 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |