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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 | $183,603 | $171,492+7.1% | $150,734+21.8% | $198,609-7.6% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 17.68% | 804.70%-787.0pp | 600.81%-583.1pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,532 | $5,470-72.0% | $4,918-68.9% | $5,055-69.7% |
| Participant deferral / active EE | $6,277 | $6,259+0.3% | $5,610+11.9% | $6,977-10.0% |
| Admin fee / account holder | $1,788 | $17,628-89.9% | $14,905-88.0% | $19,030-90.6% |