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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 | $173,681 | $162,136+7.1% | $152,301+14.0% | $154,746+12.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.31% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $4,168 | $4,890-14.8% | $4,624-9.9% | $4,379-4.8% |
| Participant deferral / active EE | $11,587 | $8,341+38.9% | $8,004+44.8% | $6,730+72.2% |
| Admin fee / account holder | $6,293 | $15,759-60.1% | $14,398-56.3% | $14,365-56.2% |