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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 | $171,713 | $166,268+3.3% | $165,100+4.0% | $145,897+17.7% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 13.53% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,043 | $5,284-4.6% | $4,348+16.0% | $4,663+8.2% |
| Participant deferral / active EE | $10,194 | $6,964+46.4% | $6,035+68.9% | $6,689+52.4% |
| Admin fee / account holder | $1,175 | $16,659-92.9% | $12,696-90.7% | $13,390-91.2% |