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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 | $176,456 | $166,268+6.1% | $165,100+6.9% | $145,897+20.9% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 9.34% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,599 | $5,284-69.7% | $4,348-63.2% | $4,663-65.7% |
| Participant deferral / active EE | $8,025 | $6,964+15.2% | $6,035+33.0% | $6,689+20.0% |
| Admin fee / account holder | $16,713 | $16,659+0.3% | $12,696+31.6% | $13,390+24.8% |