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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 | $187,431 | $176,105+6.4% | $159,474+17.5% | $167,536+11.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.26% | 331.91%-313.7pp | 263.68%-245.4pp | 478.82%-460.6pp |
| Employer contribution / active EE | $11,237 | $5,299+112.1% | $4,831+132.6% | $4,839+132.2% |
| Participant deferral / active EE | $9,553 | $7,751+23.2% | $7,353+29.9% | $6,342+50.6% |
| Admin fee / account holder | $661 | $12,559-94.7% | $10,802-93.9% | $12,315-94.6% |