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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 | $171,188 | $183,516-6.7% | $155,534+10.1% | $145,884+17.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.43% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,384 | $5,315+1.3% | $4,675+15.2% | $4,662+15.5% |
| Participant deferral / active EE | $7,621 | $6,467+17.9% | $5,630+35.4% | $6,690+13.9% |
| Admin fee / account holder | $106,884 | $19,293+454.0% | $15,900+572.2% | $13,392+698.1% |