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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 | $206,761 | $209,422-1.3% | $178,503+15.8% | $158,982+30.1% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.67% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.3pp |
| Employer contribution / active EE | $4,003 | $5,707-29.9% | $5,011-20.1% | $4,763-16.0% |
| Participant deferral / active EE | $9,052 | $5,955+52.0% | $5,202+74.0% | $5,983+51.3% |
| Admin fee / account holder | $1,063 | $17,079-93.8% | $13,987-92.4% | $11,252-90.6% |