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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 | $172,116 | $226,135-23.9% | $182,558-5.7% | $152,909+12.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 12.16% | 192.60%-180.4pp | 148.59%-136.4pp | 345.46%-333.3pp |
| Employer contribution / active EE | $6,773 | $4,979+36.0% | $4,076+66.2% | $4,764+42.2% |
| Participant deferral / active EE | $11,920 | $6,371+87.1% | $5,526+115.7% | $5,851+103.7% |
| Admin fee / account holder | $2,029 | $10,707-81.1% | $8,594-76.4% | $11,601-82.5% |