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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 | $176,799 | $166,268+6.3% | $165,100+7.1% | $145,897+21.2% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 14.88% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $5,515 | $5,284+4.4% | $4,348+26.8% | $4,663+18.3% |
| Participant deferral / active EE | $8,050 | $6,964+15.6% | $6,035+33.4% | $6,689+20.3% |
| Admin fee / account holder | $17,886 | $16,659+7.4% | $12,696+40.9% | $13,390+33.6% |