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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 | $175,642 | $175,231+0.2% | $149,696+17.3% | $139,466+25.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 16.84% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,486 | $5,478-36.4% | $4,821-27.7% | $4,754-26.7% |
| Participant deferral / active EE | $11,068 | $6,521+69.7% | $5,682+94.8% | $6,712+64.9% |
| Admin fee / account holder | $747 | $16,155-95.4% | $13,212-94.3% | $11,409-93.5% |