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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 | $180,593 | $183,539-1.6% | $155,556+16.1% | $145,897+23.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.18% | 61.31%-46.1pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $6,223 | $5,315+17.1% | $4,675+33.1% | $4,663+33.5% |
| Participant deferral / active EE | $9,288 | $6,467+43.6% | $5,631+64.9% | $6,689+38.8% |
| Admin fee / account holder | $460 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |