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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 | $181,343 | $166,131+9.2% | $164,975+9.9% | $145,877+24.3% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 10.18% | 100.37%-90.2pp | 70.12%-59.9pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,988 | $5,276-43.4% | $4,343-31.2% | $4,663-35.9% |
| Participant deferral / active EE | $9,132 | $6,962+31.2% | $6,033+51.4% | $6,691+36.5% |
| Admin fee / account holder | $1,178 | $16,648-92.9% | $12,688-90.7% | $13,402-91.2% |