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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 | $156,560 | $159,934-2.1% | $147,005+6.5% | $145,959+7.3% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 11.90% | 98.24%-86.3pp | 418.76%-406.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,957 | $5,287-44.1% | $4,934-40.1% | $4,661-36.6% |
| Participant deferral / active EE | $8,268 | $8,427-1.9% | $8,070+2.5% | $6,689+23.6% |
| Admin fee / account holder | $1,679 | $15,053-88.8% | $13,006-87.1% | $13,398-87.5% |