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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 | $157,362 | $167,483-6.0% | $115,752+35.9% | $147,586+6.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+7.9pp | 82.8%+2.9pp |
| Annual return | 12.28% | 12.11%+0.2pp | 19.41%-7.1pp | 578.59%-566.3pp |
| Employer contribution / active EE | $6,293 | $4,960+26.9% | $3,492+80.2% | $4,876+29.1% |
| Participant deferral / active EE | $14,929 | $7,037+112.2% | $5,204+186.9% | $5,439+174.5% |
| Admin fee / account holder | $676 | $13,069-94.8% | $6,278-89.2% | $10,886-93.8% |