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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 | $174,541 | $171,492+1.8% | $150,734+15.8% | $198,609-12.1% |
| Participation rate | 71.4% | 81.4%-10.0pp | 78.4%-7.0pp | 82.4%-10.9pp |
| Annual return | 11.87% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $1,942 | $5,470-64.5% | $4,918-60.5% | $5,055-61.6% |
| Participant deferral / active EE | $6,547 | $6,259+4.6% | $5,610+16.7% | $6,977-6.2% |
| Admin fee / account holder | $1,668 | $17,628-90.5% | $14,905-88.8% | $19,030-91.2% |