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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 | $180,870 | $198,470-8.9% | $170,444+6.1% | $147,585+22.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 16.46% | 257.30%-240.8pp | 205.94%-189.5pp | 578.56%-562.1pp |
| Employer contribution / active EE | $6,594 | $6,184+6.6% | $5,433+21.4% | $4,876+35.2% |
| Participant deferral / active EE | $8,271 | $5,629+46.9% | $4,939+67.4% | $5,439+52.1% |
| Admin fee / account holder | $40,540 | $16,852+140.6% | $13,881+192.1% | $10,885+272.4% |