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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 | $173,152 | $159,978+8.2% | $147,041+17.8% | $145,978+18.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.71% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,794 | $5,288-66.1% | $4,935-63.7% | $4,662-61.5% |
| Participant deferral / active EE | $8,228 | $8,429-2.4% | $8,071+1.9% | $6,690+23.0% |
| Admin fee / account holder | $2,758 | $15,053-81.7% | $13,006-78.8% | $13,400-79.4% |