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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 | $156,693 | $160,028-2.1% | $147,080+6.5% | $145,884+7.4% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 10.52% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,535 | $5,286-14.2% | $4,933-8.1% | $4,662-2.7% |
| Participant deferral / active EE | $10,366 | $8,422+23.1% | $8,066+28.5% | $6,690+55.0% |
| Admin fee / account holder | $26,329 | $15,030+75.2% | $12,989+102.7% | $13,392+96.6% |