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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 | $161,594 | $160,028+1.0% | $147,080+9.9% | $145,884+10.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.39% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,592 | $5,286-13.1% | $4,933-6.9% | $4,662-1.5% |
| Participant deferral / active EE | $9,694 | $8,422+15.1% | $8,066+20.2% | $6,690+44.9% |
| Admin fee / account holder | $22,540 | $15,030+50.0% | $12,989+73.5% | $13,392+68.3% |