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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 | $166,089+0.5% | $164,928+1.2% | $145,978+14.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.01% | 100.26%-86.2pp | 70.08%-56.1pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,873 | $5,276-64.5% | $4,343-56.9% | $4,662-59.8% |
| Participant deferral / active EE | $7,516 | $6,961+8.0% | $6,034+24.6% | $6,690+12.4% |
| Admin fee / account holder | $62,637 | $16,641+276.4% | $12,684+393.8% | $13,400+367.4% |