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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 | $171,260 | $227,399-24.7% | $189,758-9.7% | $198,609-13.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 12.09% | 61.03%-48.9pp | 52.62%-40.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,780 | $5,526-49.7% | $4,767-41.7% | $5,055-45.0% |
| Participant deferral / active EE | $8,875 | $6,837+29.8% | $5,856+51.6% | $6,977+27.2% |
| Admin fee / account holder | $621 | $25,162-97.5% | $20,388-97.0% | $19,030-96.7% |