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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 | $157,697 | $138,312+14.0% | $122,979+28.2% | $155,188+1.6% |
| Participation rate | 90.5% | 80.2%+10.3pp | 77.2%+13.3pp | 80.8%+9.7pp |
| Annual return | 98.57% | 22.06%+76.5pp | 20.12%+78.5pp | 148.84%-50.3pp |
| Employer contribution / active EE | $18,925 | $3,530+436.1% | $3,062+518.0% | $4,248+345.5% |
| Participant deferral / active EE | $17,995 | $5,592+221.8% | $5,003+259.7% | $6,531+175.5% |
| Admin fee / account holder | $11,088 | $15,089-26.5% | $12,864-13.8% | $14,480-23.4% |