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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 | $160,028+10.4% | $147,080+20.1% | $145,884+21.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.05% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,992 | $5,286-62.3% | $4,933-59.6% | $4,662-57.3% |
| Participant deferral / active EE | $9,548 | $8,422+13.4% | $8,066+18.4% | $6,690+42.7% |
| Admin fee / account holder | $3,370 | $15,030-77.6% | $12,989-74.1% | $13,392-74.8% |