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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 | $166,349 | $217,432-23.5% | $185,849-10.5% | $167,536-0.7% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 14.32% | 148.42%-134.1pp | 122.10%-107.8pp | 478.82%-464.5pp |
| Employer contribution / active EE | $5,786 | $5,875-1.5% | $5,169+11.9% | $4,839+19.6% |
| Participant deferral / active EE | $5,639 | $6,357-11.3% | $5,569+1.3% | $6,342-11.1% |
| Admin fee / account holder | $1,510 | $19,818-92.4% | $16,244-90.7% | $12,315-87.7% |