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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 | $176,610 | $159,978+10.4% | $147,041+20.1% | $145,978+21.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.05% | 98.36%-87.3pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,992 | $5,288-62.3% | $4,935-59.6% | $4,662-57.3% |
| Participant deferral / active EE | $9,548 | $8,429+13.3% | $8,071+18.3% | $6,690+42.7% |
| Admin fee / account holder | $3,370 | $15,053-77.6% | $13,006-74.1% | $13,400-74.9% |