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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 | $177,398 | $209,425-15.3% | $178,499-0.6% | $158,966+11.6% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 11.69% | 188.80%-177.1pp | 151.10%-139.4pp | 302.95%-291.3pp |
| Employer contribution / active EE | $5,578 | $5,707-2.3% | $5,011+11.3% | $4,762+17.1% |
| Participant deferral / active EE | $5,243 | $5,955-12.0% | $5,202+0.8% | $5,983-12.4% |
| Admin fee / account holder | $591 | $17,078-96.5% | $13,986-95.8% | $11,250-94.7% |