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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 | $144,883 | $185,883-22.1% | $170,043-14.8% | $139,466+3.9% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 11.75% | 60.54%-48.8pp | 53.40%-41.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $8,279 | $7,596+9.0% | $6,790+21.9% | $4,754+74.2% |
| Participant deferral / active EE | $14,254 | $11,626+22.6% | $10,410+36.9% | $6,712+112.4% |
| Admin fee / account holder | $978 | $15,393-93.6% | $12,824-92.4% | $11,409-91.4% |