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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 | $197,952 | $209,422-5.5% | $178,503+10.9% | $158,982+24.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 27.58% | 188.81%-161.2pp | 151.12%-123.5pp | 302.99%-275.4pp |
| Employer contribution / active EE | $4,957 | $5,707-13.1% | $5,011-1.1% | $4,763+4.1% |
| Participant deferral / active EE | $12,521 | $5,955+110.3% | $5,202+140.7% | $5,983+109.3% |
| Admin fee / account holder | $1,168 | $17,079-93.2% | $13,987-91.6% | $11,252-89.6% |