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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 | $177,305 | $176,120+0.7% | $159,487+11.2% | $167,553+5.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.15% | 331.95%-318.8pp | 263.71%-250.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $2,831 | $5,299-46.6% | $4,831-41.4% | $4,840-41.5% |
| Participant deferral / active EE | $8,792 | $7,752+13.4% | $7,354+19.6% | $6,343+38.6% |
| Admin fee / account holder | $555 | $12,561-95.6% | $10,804-94.9% | $12,316-95.5% |