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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 | $197,316 | $209,425-5.8% | $178,499+10.5% | $158,966+24.1% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 20.32% | 188.80%-168.5pp | 151.10%-130.8pp | 302.95%-282.6pp |
| Employer contribution / active EE | $2,300 | $5,707-59.7% | $5,011-54.1% | $4,762-51.7% |
| Participant deferral / active EE | $8,208 | $5,955+37.8% | $5,202+57.8% | $5,983+37.2% |
| Admin fee / account holder | $2,764 | $17,078-83.8% | $13,986-80.2% | $11,250-75.4% |