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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 | $191,591 | $160,040+19.7% | $147,096+30.2% | $145,877+31.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 17.06% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $5,741 | $5,289+8.5% | $4,936+16.3% | $4,663+23.1% |
| Participant deferral / active EE | $12,283 | $8,429+45.7% | $8,071+52.2% | $6,691+83.6% |
| Admin fee / account holder | $868 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |