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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 | $178,896 | $175,257+2.1% | $149,717+19.5% | $139,456+28.3% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 15.22% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $5,725 | $5,477+4.5% | $4,820+18.8% | $4,753+20.5% |
| Participant deferral / active EE | $11,290 | $6,521+73.1% | $5,682+98.7% | $6,711+68.2% |
| Admin fee / account holder | $1,582 | $16,156-90.2% | $13,213-88.0% | $11,407-86.1% |