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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 | $199,055 | $159,934+24.5% | $147,005+35.4% | $145,959+36.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.66% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $5,515 | $5,287+4.3% | $4,934+11.8% | $4,661+18.3% |
| Participant deferral / active EE | $14,142 | $8,427+67.8% | $8,070+75.2% | $6,689+111.4% |
| Admin fee / account holder | $3,064 | $15,053-79.6% | $13,006-76.4% | $13,398-77.1% |