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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 | $199,050 | $209,422-5.0% | $178,503+11.5% | $158,982+25.2% |
| Participation rate | 91.3% | 86.4%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 13.62% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $9,937 | $5,707+74.1% | $5,011+98.3% | $4,763+108.6% |
| Participant deferral / active EE | $6,987 | $5,955+17.3% | $5,202+34.3% | $5,983+16.8% |
| Admin fee / account holder | $7,834 | $17,079-54.1% | $13,987-44.0% | $11,252-30.4% |