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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 | $188,761 | $175,259+7.7% | $149,723+26.1% | $139,487+35.3% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 15.60% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,609 | $5,478-52.4% | $4,821-45.9% | $4,755-45.1% |
| Participant deferral / active EE | $5,099 | $6,522-21.8% | $5,682-10.3% | $6,713-24.0% |
| Admin fee / account holder | $2,767 | $16,158-82.9% | $13,215-79.1% | $11,407-75.7% |