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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 | $197,284 | $198,457-0.6% | $170,435+15.8% | $147,586+33.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.32% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $3,951 | $6,183-36.1% | $5,432-27.3% | $4,876-19.0% |
| Participant deferral / active EE | $10,804 | $5,629+91.9% | $4,939+118.7% | $5,439+98.6% |
| Admin fee / account holder | $1,047 | $16,852-93.8% | $13,881-92.5% | $10,886-90.4% |