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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 | $175,433 | $175,257+0.1% | $149,717+17.2% | $139,456+25.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.97% | 166.70%-152.7pp | 134.41%-120.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $5,568 | $5,477+1.7% | $4,820+15.5% | $4,753+17.2% |
| Participant deferral / active EE | $5,455 | $6,521-16.4% | $5,682-4.0% | $6,711-18.7% |
| Admin fee / account holder | $2,056 | $16,156-87.3% | $13,213-84.4% | $11,407-82.0% |