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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 | $177,986 | $217,432-18.1% | $185,849-4.2% | $167,536+6.2% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 12.88% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $5,891 | $5,875+0.3% | $5,169+14.0% | $4,839+21.7% |
| Participant deferral / active EE | $8,962 | $6,357+41.0% | $5,569+60.9% | $6,342+41.3% |
| Admin fee / account holder | $9,878 | $19,818-50.2% | $16,244-39.2% | $12,315-19.8% |