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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 | $156,605 | $160,070-2.2% | $147,117+6.4% | $145,897+7.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.63% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,007 | $5,285-62.0% | $4,932-59.3% | $4,663-57.0% |
| Participant deferral / active EE | $8,172 | $8,419-2.9% | $8,065+1.3% | $6,689+22.2% |
| Admin fee / account holder | $676 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |