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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 | $165,995 | $198,462-16.4% | $170,439-2.6% | $147,585+12.5% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 15.54% | 257.30%-241.8pp | 205.94%-190.4pp | 578.58%-563.0pp |
| Employer contribution / active EE | $2,882 | $6,184-53.4% | $5,433-46.9% | $4,876-40.9% |
| Participant deferral / active EE | $7,194 | $5,629+27.8% | $4,939+45.6% | $5,439+32.3% |
| Admin fee / account holder | $4,214 | $16,852-75.0% | $13,881-69.6% | $10,886-61.3% |