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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 | $154,057 | $171,492-10.2% | $150,734+2.2% | $198,609-22.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 16.30% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.4pp |
| Employer contribution / active EE | $15,267 | $5,470+179.1% | $4,918+210.4% | $5,055+202.0% |
| Participant deferral / active EE | $12,010 | $6,259+91.9% | $5,610+114.1% | $6,977+72.1% |
| Admin fee / account holder | $963 | $17,628-94.5% | $14,905-93.5% | $19,030-94.9% |