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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 | $167,407 | $159,978+4.6% | $147,041+13.9% | $145,978+14.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.38% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,890 | $5,288-64.3% | $4,935-61.7% | $4,662-59.5% |
| Participant deferral / active EE | $7,635 | $8,429-9.4% | $8,071-5.4% | $6,690+14.1% |
| Admin fee / account holder | $2,474 | $15,053-83.6% | $13,006-81.0% | $13,400-81.5% |