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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 | $166,486 | $223,823-25.6% | $211,142-21.1% | $154,746+7.6% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 13.58% | 50.39%-36.8pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $6,064 | $6,787-10.7% | $6,442-5.9% | $4,379+38.5% |
| Participant deferral / active EE | $5,700 | $9,750-41.5% | $9,284-38.6% | $6,730-15.3% |
| Admin fee / account holder | $29,176 | $19,707+48.0% | $19,076+52.9% | $14,365+103.1% |