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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 | $160,040-2.2% | $147,096+6.4% | $145,877+7.3% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 11.90% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,957 | $5,289-44.1% | $4,936-40.1% | $4,663-36.6% |
| Participant deferral / active EE | $8,268 | $8,429-1.9% | $8,071+2.4% | $6,691+23.6% |
| Admin fee / account holder | $1,679 | $15,050-88.8% | $13,005-87.1% | $13,402-87.5% |