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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 | $151,705 | $166,268-8.8% | $165,100-8.1% | $145,897+4.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.02% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $5,170 | $5,284-2.2% | $4,348+18.9% | $4,663+10.9% |
| Participant deferral / active EE | $7,869 | $6,964+13.0% | $6,035+30.4% | $6,689+17.6% |
| Admin fee / account holder | $17,129 | $16,659+2.8% | $12,696+34.9% | $13,390+27.9% |