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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 | $191,591 | $159,934+19.8% | $147,005+30.3% | $145,959+31.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 17.06% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $5,741 | $5,287+8.6% | $4,934+16.4% | $4,661+23.2% |
| Participant deferral / active EE | $12,283 | $8,427+45.7% | $8,070+52.2% | $6,689+83.6% |
| Admin fee / account holder | $868 | $15,053-94.2% | $13,006-93.3% | $13,398-93.5% |