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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 | $177,278 | $159,934+10.8% | $147,005+20.6% | $145,959+21.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.97% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,209 | $5,287-77.1% | $4,934-75.5% | $4,661-74.1% |
| Participant deferral / active EE | $11,718 | $8,427+39.1% | $8,070+45.2% | $6,689+75.2% |
| Admin fee / account holder | $41,269 | $15,053+174.1% | $13,006+217.3% | $13,398+208.0% |