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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 | $160,109 | $166,131-3.6% | $164,975-2.9% | $145,877+9.8% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 11.06% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,658 | $5,276-49.6% | $4,343-38.8% | $4,663-43.0% |
| Participant deferral / active EE | $4,635 | $6,962-33.4% | $6,033-23.2% | $6,691-30.7% |
| Admin fee / account holder | $14,907 | $16,648-10.5% | $12,688+17.5% | $13,402+11.2% |