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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 | $171,873 | $159,978+7.4% | $147,041+16.9% | $145,978+17.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.74% | 98.36%-86.6pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $4,843 | $5,288-8.4% | $4,935-1.9% | $4,662+3.9% |
| Participant deferral / active EE | $15,173 | $8,429+80.0% | $8,071+88.0% | $6,690+126.8% |
| Admin fee / account holder | $950 | $15,053-93.7% | $13,006-92.7% | $13,400-92.9% |