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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 | $166,855 | $166,242+0.4% | $165,071+1.1% | $145,884+14.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.01% | 100.44%-86.4pp | 70.17%-56.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,873 | $5,283-64.6% | $4,347-56.9% | $4,662-59.8% |
| Participant deferral / active EE | $7,516 | $6,964+7.9% | $6,035+24.5% | $6,690+12.4% |
| Admin fee / account holder | $62,637 | $16,658+276.0% | $12,695+393.4% | $13,392+367.7% |