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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 | $185,464 | $160,040+15.9% | $147,096+26.1% | $145,877+27.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.02% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $7,615 | $5,289+44.0% | $4,936+54.3% | $4,663+63.3% |
| Participant deferral / active EE | $6,300 | $8,429-25.3% | $8,071-21.9% | $6,691-5.8% |
| Admin fee / account holder | $16,431 | $15,050+9.2% | $13,005+26.3% | $13,402+22.6% |