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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 | $159,784 | $159,978-0.1% | $147,041+8.7% | $145,978+9.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 10.70% | 98.36%-87.7pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,126 | $5,288-40.9% | $4,935-36.6% | $4,662-32.9% |
| Participant deferral / active EE | $7,108 | $8,429-15.7% | $8,071-11.9% | $6,690+6.3% |
| Admin fee / account holder | $12,921 | $15,053-14.2% | $13,006-0.7% | $13,400-3.6% |