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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 | $181,088 | $202,342-10.5% | $172,752+4.8% | $152,897+18.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.17% | 1029.83%-1008.7pp | 802.97%-781.8pp | 345.43%-324.3pp |
| Employer contribution / active EE | $6,819 | $5,858+16.4% | $5,144+32.6% | $4,764+43.2% |
| Participant deferral / active EE | $3,359 | $5,948-43.5% | $5,198-35.4% | $5,851-42.6% |
| Admin fee / account holder | $1,545 | $17,111-91.0% | $13,955-88.9% | $11,599-86.7% |