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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 | $184,107 | $183,978+0.1% | $162,171+13.5% | $152,885+20.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 25.45% | 150.78%-125.3pp | 115.60%-90.2pp | 345.39%-319.9pp |
| Employer contribution / active EE | $4,341 | $6,370-31.9% | $5,613-22.7% | $4,763-8.9% |
| Participant deferral / active EE | $11,397 | $8,033+41.9% | $7,297+56.2% | $5,851+94.8% |
| Admin fee / account holder | $690 | $13,122-94.7% | $10,843-93.6% | $11,598-94.0% |