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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 | $179,280 | $183,539-2.3% | $155,556+15.3% | $145,897+22.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.84% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,086 | $5,315-79.6% | $4,675-76.8% | $4,663-76.7% |
| Participant deferral / active EE | $6,724 | $6,467+4.0% | $5,631+19.4% | $6,689+0.5% |
| Admin fee / account holder | $3,151 | $19,275-83.7% | $15,885-80.2% | $13,390-76.5% |