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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 | $196,925 | $175,231+12.4% | $149,696+31.5% | $139,466+41.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 14.36% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,031 | $5,478-44.7% | $4,821-37.1% | $4,754-36.3% |
| Participant deferral / active EE | $9,982 | $6,521+53.1% | $5,682+75.7% | $6,712+48.7% |
| Admin fee / account holder | $1,097 | $16,155-93.2% | $13,212-91.7% | $11,409-90.4% |