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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 | $167,703 | $176,105-4.8% | $159,474+5.2% | $167,536+0.1% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 10.49% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,147 | $5,299-78.4% | $4,831-76.3% | $4,839-76.3% |
| Participant deferral / active EE | $8,135 | $7,751+4.9% | $7,353+10.6% | $6,342+28.3% |
| Admin fee / account holder | $345 | $12,559-97.3% | $10,802-96.8% | $12,315-97.2% |