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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 | $175,231+0.1% | $149,696+17.2% | $139,466+25.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.97% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $5,568 | $5,478+1.6% | $4,821+15.5% | $4,754+17.1% |
| Participant deferral / active EE | $5,455 | $6,521-16.4% | $5,682-4.0% | $6,712-18.7% |
| Admin fee / account holder | $2,056 | $16,155-87.3% | $13,212-84.4% | $11,409-82.0% |