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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 | $180,724 | $175,259+3.1% | $149,723+20.7% | $139,487+29.6% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 16.14% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,469 | $5,478-73.2% | $4,821-69.5% | $4,755-69.1% |
| Participant deferral / active EE | $3,137 | $6,522-51.9% | $5,682-44.8% | $6,713-53.3% |
| Admin fee / account holder | $571 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |