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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 | $175,472 | $226,105-22.4% | $182,540-3.9% | $152,897+14.8% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 18.29% | 192.58%-174.3pp | 148.58%-130.3pp | 345.43%-327.1pp |
| Employer contribution / active EE | $3,217 | $4,978-35.4% | $4,076-21.1% | $4,764-32.5% |
| Participant deferral / active EE | $5,700 | $6,370-10.5% | $5,525+3.2% | $5,851-2.6% |
| Admin fee / account holder | $13,160 | $10,706+22.9% | $8,593+53.1% | $11,599+13.5% |