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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 | $158,608 | $175,259-9.5% | $149,723+5.9% | $139,487+13.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.34% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.5pp |
| Employer contribution / active EE | $2,697 | $5,478-50.8% | $4,821-44.1% | $4,755-43.3% |
| Participant deferral / active EE | $6,935 | $6,522+6.3% | $5,682+22.0% | $6,713+3.3% |
| Admin fee / account holder | $1,451 | $16,158-91.0% | $13,215-89.0% | $11,407-87.3% |