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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 | $199,153 | $196,972+1.1% | $182,262+9.3% | $198,609+0.3% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 17.77% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,447 | $5,364-35.7% | $5,046-31.7% | $5,055-31.8% |
| Participant deferral / active EE | $14,193 | $8,643+64.2% | $8,276+71.5% | $6,977+103.4% |
| Admin fee / account holder | $1,247 | $18,429-93.2% | $16,712-92.5% | $19,030-93.4% |