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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 | $152,026 | $160,028-5.0% | $147,080+3.4% | $145,884+4.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 36.90% | 98.60%-61.7pp | 420.17%-383.3pp | 551.85%-514.9pp |
| Employer contribution / active EE | $6,287 | $5,286+18.9% | $4,933+27.4% | $4,662+34.8% |
| Participant deferral / active EE | $20,326 | $8,422+141.3% | $8,066+152.0% | $6,690+203.8% |
| Admin fee / account holder | $3,321 | $15,030-77.9% | $12,989-74.4% | $13,392-75.2% |