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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 | $172,032 | $183,592-6.3% | $155,574+10.6% | $145,877+17.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.34% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $7,583 | $5,317+42.6% | $4,676+62.2% | $4,663+62.6% |
| Participant deferral / active EE | $5,930 | $6,466-8.3% | $5,629+5.3% | $6,691-11.4% |
| Admin fee / account holder | $636 | $19,316-96.7% | $15,914-96.0% | $13,402-95.3% |