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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 | $178,460 | $168,635+5.8% | $147,617+20.9% | $125,389+42.3% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -1.73% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,188 | $6,252-65.0% | $5,564-60.7% | $4,866-55.0% |
| Participant deferral / active EE | $5,944 | $5,507+7.9% | $4,895+21.4% | $5,352+11.1% |
| Admin fee / account holder | $660 | $13,580-95.1% | $11,612-94.3% | $9,541-93.1% |