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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 | $137,894 | $160,028-13.8% | $147,080-6.2% | $145,884-5.5% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 17.09% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $5,384 | $5,286+1.9% | $4,933+9.1% | $4,662+15.5% |
| Participant deferral / active EE | $11,489 | $8,422+36.4% | $8,066+42.4% | $6,690+71.7% |
| Admin fee / account holder | $2,953 | $15,030-80.4% | $12,989-77.3% | $13,392-77.9% |