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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 | $201,780 | $217,432-7.2% | $185,849+8.6% | $167,536+20.4% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 10.34% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $9,594 | $5,875+63.3% | $5,169+85.6% | $4,839+98.3% |
| Participant deferral / active EE | $8,802 | $6,357+38.5% | $5,569+58.1% | $6,342+38.8% |
| Admin fee / account holder | $6,472 | $19,818-67.3% | $16,244-60.2% | $12,315-47.4% |