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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 | $169,102 | $160,040+5.7% | $147,096+15.0% | $145,877+15.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.21% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $5,613 | $5,289+6.1% | $4,936+13.7% | $4,663+20.4% |
| Participant deferral / active EE | $7,101 | $8,429-15.7% | $8,071-12.0% | $6,691+6.1% |
| Admin fee / account holder | $11,539 | $15,050-23.3% | $13,005-11.3% | $13,402-13.9% |