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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 | $141,786 | $160,059-11.4% | $140,019+1.3% | $135,379+4.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 11.67% | 911.44%-899.8pp | 651.15%-639.5pp | 519.79%-508.1pp |
| Employer contribution / active EE | $5,600 | $6,420-12.8% | $5,605-0.1% | $4,779+17.2% |
| Participant deferral / active EE | $12,183 | $7,641+59.4% | $6,927+75.9% | $5,609+117.2% |
| Admin fee / account holder | $10,589 | $13,328-20.5% | $10,705-1.1% | $10,828-2.2% |