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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 | $159,934+16.0% | $147,005+26.2% | $145,959+27.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.02% | 98.24%-88.2pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $7,615 | $5,287+44.0% | $4,934+54.3% | $4,661+63.4% |
| Participant deferral / active EE | $6,300 | $8,427-25.2% | $8,070-21.9% | $6,689-5.8% |
| Admin fee / account holder | $16,431 | $15,053+9.1% | $13,006+26.3% | $13,398+22.6% |