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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 | $168,156 | $171,492-1.9% | $150,734+11.6% | $198,609-15.3% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 15.35% | 804.70%-789.4pp | 600.81%-585.5pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,728 | $5,470-50.1% | $4,918-44.5% | $5,055-46.0% |
| Participant deferral / active EE | $14,416 | $6,259+130.3% | $5,610+157.0% | $6,977+106.6% |
| Admin fee / account holder | $1,544 | $17,628-91.2% | $14,905-89.6% | $19,030-91.9% |