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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 | $160,159 | $160,028+0.1% | $147,080+8.9% | $145,884+9.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.25% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,506 | $5,286-33.7% | $4,933-28.9% | $4,662-24.8% |
| Participant deferral / active EE | $7,533 | $8,422-10.6% | $8,066-6.6% | $6,690+12.6% |
| Admin fee / account holder | $2,490 | $15,030-83.4% | $12,989-80.8% | $13,392-81.4% |