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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 | $202,399 | $209,425-3.4% | $178,499+13.4% | $158,966+27.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.90% | 188.80%-175.9pp | 151.10%-138.2pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,460 | $5,707-56.9% | $5,011-50.9% | $4,762-48.4% |
| Participant deferral / active EE | $6,921 | $5,955+16.2% | $5,202+33.0% | $5,983+15.7% |
| Admin fee / account holder | $2,397 | $17,078-86.0% | $13,986-82.9% | $11,250-78.7% |