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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 | $211,748 | $217,432-2.6% | $185,851+13.9% | $167,553+26.4% |
| Participation rate | 95.8% | 86.1%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 16.10% | 148.43%-132.3pp | 122.11%-106.0pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,398 | $5,874-42.2% | $5,168-34.3% | $4,840-29.8% |
| Participant deferral / active EE | $5,774 | $6,357-9.2% | $5,569+3.7% | $6,343-9.0% |
| Admin fee / account holder | $2,708 | $19,820-86.3% | $16,245-83.3% | $12,316-78.0% |