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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 | $170,986 | $198,457-13.8% | $170,435+0.3% | $147,586+15.9% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 14.00% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,493 | $6,183-75.9% | $5,432-72.5% | $4,876-69.4% |
| Participant deferral / active EE | $9,843 | $5,629+74.8% | $4,939+99.3% | $5,439+81.0% |
| Admin fee / account holder | $877 | $16,852-94.8% | $13,881-93.7% | $10,886-91.9% |