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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 | $179,565 | $209,874-14.4% | $189,537-5.3% | $167,536+7.2% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.23% | 748.61%-736.4pp | 555.34%-543.1pp | 478.82%-466.6pp |
| Employer contribution / active EE | $4,608 | $6,913-33.3% | $6,161-25.2% | $4,839-4.8% |
| Participant deferral / active EE | $14,892 | $8,934+66.7% | $8,220+81.2% | $6,342+134.8% |
| Admin fee / account holder | $7,920 | $14,299-44.6% | $12,048-34.3% | $12,315-35.7% |