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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 | $160,886 | $175,231-8.2% | $149,696+7.5% | $139,466+15.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 11.38% | 166.77%-155.4pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $2,646 | $5,478-51.7% | $4,821-45.1% | $4,754-44.3% |
| Participant deferral / active EE | $5,798 | $6,521-11.1% | $5,682+2.0% | $6,712-13.6% |
| Admin fee / account holder | $12,980 | $16,155-19.7% | $13,212-1.8% | $11,409+13.8% |