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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 | $224,691 | $209,425+7.3% | $178,499+25.9% | $158,966+41.3% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 15.84% | 188.80%-173.0pp | 151.10%-135.3pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,828 | $5,707-68.0% | $5,011-63.5% | $4,762-61.6% |
| Participant deferral / active EE | $6,026 | $5,955+1.2% | $5,202+15.8% | $5,983+0.7% |
| Admin fee / account holder | $25,408 | $17,078+48.8% | $13,986+81.7% | $11,250+125.8% |