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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 | $163,348 | $176,105-7.2% | $159,474+2.4% | $167,536-2.5% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 21.28% | 331.91%-310.6pp | 263.68%-242.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $5,222 | $5,299-1.4% | $4,831+8.1% | $4,839+7.9% |
| Participant deferral / active EE | $13,315 | $7,751+71.8% | $7,353+81.1% | $6,342+109.9% |
| Admin fee / account holder | $799 | $12,559-93.6% | $10,802-92.6% | $12,315-93.5% |