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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 | $179,304 | $166,089+8.0% | $164,928+8.7% | $145,978+22.8% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 12.53% | 100.26%-87.7pp | 70.08%-57.5pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,003 | $5,276-43.1% | $4,343-30.9% | $4,662-35.6% |
| Participant deferral / active EE | $7,806 | $6,961+12.1% | $6,034+29.4% | $6,690+16.7% |
| Admin fee / account holder | $12,256 | $16,641-26.3% | $12,684-3.4% | $13,400-8.5% |