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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 | $154,602 | $175,257-11.8% | $149,717+3.3% | $139,456+10.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.08% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $3,259 | $5,477-40.5% | $4,820-32.4% | $4,753-31.4% |
| Participant deferral / active EE | $7,142 | $6,521+9.5% | $5,682+25.7% | $6,711+6.4% |
| Admin fee / account holder | $657 | $16,156-95.9% | $13,213-95.0% | $11,407-94.2% |