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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 | $177,396 | $176,120+0.7% | $159,487+11.2% | $167,553+5.9% |
| Participation rate | 95.7% | 85.0%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 10.73% | 331.95%-321.2pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $4,348 | $5,299-18.0% | $4,831-10.0% | $4,840-10.2% |
| Participant deferral / active EE | $7,611 | $7,752-1.8% | $7,354+3.5% | $6,343+20.0% |
| Admin fee / account holder | $30,935 | $12,561+146.3% | $10,804+186.3% | $12,316+151.2% |