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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 | $160,028+6.7% | $147,080+16.1% | $145,884+17.0% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.51% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,155 | $5,286-59.2% | $4,933-56.3% | $4,662-53.8% |
| Participant deferral / active EE | $16,119 | $8,422+91.4% | $8,066+99.8% | $6,690+141.0% |
| Admin fee / account holder | $1,092 | $15,030-92.7% | $12,989-91.6% | $13,392-91.8% |