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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 | $188,533 | $209,422-10.0% | $178,503+5.6% | $158,982+18.6% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 15.99% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,194 | $5,707-61.6% | $5,011-56.2% | $4,763-53.9% |
| Participant deferral / active EE | $6,215 | $5,955+4.4% | $5,202+19.5% | $5,983+3.9% |
| Admin fee / account holder | $2,348 | $17,079-86.2% | $13,987-83.2% | $11,252-79.1% |