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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 | $183,746 | $177,353+3.6% | $158,226+16.1% | $198,609-7.5% |
| Participation rate | 76.9% | 77.0%-0.1pp | 74.8%+2.1pp | 82.4%-5.5pp |
| Annual return | 12.17% | 599.50%-587.3pp | 501.41%-489.2pp | 202.70%-190.5pp |
| Employer contribution / active EE | $8,761 | $3,239+170.5% | $2,986+193.5% | $5,055+73.3% |
| Participant deferral / active EE | $8,989 | $4,615+94.8% | $4,317+108.2% | $6,977+28.8% |
| Admin fee / account holder | $3,507 | $10,960-68.0% | $10,217-65.7% | $19,030-81.6% |