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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 | $209,576 | $209,425+0.1% | $178,499+17.4% | $158,966+31.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.47% | 188.80%-172.3pp | 151.10%-134.6pp | 302.95%-286.5pp |
| Employer contribution / active EE | $11,690 | $5,707+104.8% | $5,011+133.3% | $4,762+145.5% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $1,513 | $17,078-91.1% | $13,986-89.2% | $11,250-86.5% |