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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 | $155,231 | $154,228+0.7% | $145,433+6.7% | $137,256+13.1% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 12.56% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $8,979 | $4,804+86.9% | $4,554+97.1% | $4,156+116.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $165,322 | $14,344+1052.6% | $13,129+1159.2% | $12,270+1247.4% |