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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 | $155,640 | $160,040-2.7% | $147,096+5.8% | $145,877+6.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 17.20% | 98.49%-81.3pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $5,209 | $5,289-1.5% | $4,936+5.5% | $4,663+11.7% |
| Participant deferral / active EE | $11,522 | $8,429+36.7% | $8,071+42.8% | $6,691+72.2% |
| Admin fee / account holder | $3,472 | $15,050-76.9% | $13,005-73.3% | $13,402-74.1% |