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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 | $167,742 | $198,457-15.5% | $170,435-1.6% | $147,586+13.7% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 17.55% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,730 | $6,183-72.0% | $5,432-68.2% | $4,876-64.5% |
| Participant deferral / active EE | $4,101 | $5,629-27.2% | $4,939-17.0% | $5,439-24.6% |
| Admin fee / account holder | $302 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |