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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 | $194,175 | $183,592+5.8% | $155,574+24.8% | $145,877+33.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.78% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $9,184 | $5,317+72.7% | $4,676+96.4% | $4,663+97.0% |
| Participant deferral / active EE | $6,758 | $6,466+4.5% | $5,629+20.0% | $6,691+1.0% |
| Admin fee / account holder | $153,328 | $19,316+693.8% | $15,914+863.5% | $13,402+1044.1% |