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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 | $159,934+10.4% | $147,005+20.1% | $145,959+21.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.05% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,992 | $5,287-62.3% | $4,934-59.6% | $4,661-57.3% |
| Participant deferral / active EE | $9,548 | $8,427+13.3% | $8,070+18.3% | $6,689+42.8% |
| Admin fee / account holder | $3,370 | $15,053-77.6% | $13,006-74.1% | $13,398-74.9% |