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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 | $151,933 | $160,040-5.1% | $147,096+3.3% | $145,877+4.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.79% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,334 | $5,289-18.1% | $4,936-12.2% | $4,663-7.0% |
| Participant deferral / active EE | $11,192 | $8,429+32.8% | $8,071+38.7% | $6,691+67.3% |
| Admin fee / account holder | $656 | $15,050-95.6% | $13,005-95.0% | $13,402-95.1% |