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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 | $212,682 | $217,432-2.2% | $185,851+14.4% | $167,553+26.9% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.78% | 148.43%-135.6pp | 122.11%-109.3pp | 478.89%-466.1pp |
| Employer contribution / active EE | $1,713 | $5,874-70.8% | $5,168-66.8% | $4,840-64.6% |
| Participant deferral / active EE | $8,509 | $6,357+33.9% | $5,569+52.8% | $6,343+34.2% |
| Admin fee / account holder | $1,173 | $19,820-94.1% | $16,245-92.8% | $12,316-90.5% |