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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 | $166,053 | $160,028+3.8% | $147,080+12.9% | $145,884+13.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 10.01% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $5,034 | $5,286-4.8% | $4,933+2.0% | $4,662+8.0% |
| Participant deferral / active EE | $19,541 | $8,422+132.0% | $8,066+142.3% | $6,690+192.1% |
| Admin fee / account holder | $18,383 | $15,030+22.3% | $12,989+41.5% | $13,392+37.3% |