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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 | $174,993 | $209,425-16.4% | $178,499-2.0% | $158,966+10.1% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 8.55% | 188.80%-180.2pp | 151.10%-142.6pp | 302.95%-294.4pp |
| Employer contribution / active EE | $4,520 | $5,707-20.8% | $5,011-9.8% | $4,762-5.1% |
| Participant deferral / active EE | $10,776 | $5,955+81.0% | $5,202+107.2% | $5,983+80.1% |
| Admin fee / account holder | $24,743 | $17,078+44.9% | $13,986+76.9% | $11,250+119.9% |