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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 | $170,700 | $160,070+6.6% | $147,117+16.0% | $145,897+17.0% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.51% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,155 | $5,285-59.2% | $4,932-56.3% | $4,663-53.8% |
| Participant deferral / active EE | $16,119 | $8,419+91.4% | $8,065+99.9% | $6,689+141.0% |
| Admin fee / account holder | $1,092 | $15,035-92.7% | $12,993-91.6% | $13,390-91.8% |