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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 | $159,274 | $160,070-0.5% | $147,117+8.3% | $145,897+9.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.98% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,219 | $5,285-20.2% | $4,932-14.5% | $4,663-9.5% |
| Participant deferral / active EE | $6,637 | $8,419-21.2% | $8,065-17.7% | $6,689-0.8% |
| Admin fee / account holder | $2,647 | $15,035-82.4% | $12,993-79.6% | $13,390-80.2% |