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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 | $173,356 | $217,432-20.3% | $185,849-6.7% | $167,536+3.5% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.56% | 148.42%-136.9pp | 122.10%-110.5pp | 478.82%-467.3pp |
| Employer contribution / active EE | $2,008 | $5,875-65.8% | $5,169-61.2% | $4,839-58.5% |
| Participant deferral / active EE | $10,205 | $6,357+60.5% | $5,569+83.2% | $6,342+60.9% |
| Admin fee / account holder | $1,048 | $19,818-94.7% | $16,244-93.5% | $12,315-91.5% |