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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 | $171,695 | $183,516-6.4% | $155,534+10.4% | $145,884+17.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.00% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,675-31.5% | $4,662-31.4% |
| Participant deferral / active EE | $7,781 | $6,467+20.3% | $5,630+38.2% | $6,690+16.3% |
| Admin fee / account holder | $1,046 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |