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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 | $168,261 | $157,296+7.0% | $141,191+19.2% | $152,897+10.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 29.23% | 64.34%-35.1pp | 71.41%-42.2pp | 345.43%-316.2pp |
| Employer contribution / active EE | $3,908 | $5,262-25.7% | $4,736-17.5% | $4,764-18.0% |
| Participant deferral / active EE | $11,573 | $7,111+62.8% | $6,710+72.5% | $5,851+97.8% |
| Admin fee / account holder | $471 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |