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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 | $172,003 | $162,136+6.1% | $152,301+12.9% | $154,746+11.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 147.84% | 91.02%+56.8pp | 80.50%+67.3pp | 172.34%-24.5pp |
| Employer contribution / active EE | $6,608 | $4,890+35.1% | $4,624+42.9% | $4,379+50.9% |
| Participant deferral / active EE | $12,899 | $8,341+54.6% | $8,004+61.2% | $6,730+91.7% |
| Admin fee / account holder | $857 | $15,759-94.6% | $14,398-94.0% | $14,365-94.0% |