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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 | $174,416 | $160,040+9.0% | $147,096+18.6% | $145,877+19.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.38% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,471 | $5,289-34.4% | $4,936-29.7% | $4,663-25.6% |
| Participant deferral / active EE | $8,391 | $8,429-0.5% | $8,071+4.0% | $6,691+25.4% |
| Admin fee / account holder | $28,014 | $15,050+86.1% | $13,005+115.4% | $13,402+109.0% |