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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 | $166,131+3.4% | $164,975+4.1% | $145,877+17.7% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 13.53% | 100.37%-86.8pp | 70.12%-56.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,043 | $5,276-4.4% | $4,343+16.1% | $4,663+8.2% |
| Participant deferral / active EE | $10,194 | $6,962+46.4% | $6,033+69.0% | $6,691+52.4% |
| Admin fee / account holder | $1,175 | $16,648-92.9% | $12,688-90.7% | $13,402-91.2% |