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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 | $162,231 | $165,399-1.9% | $149,745+8.3% | $158,982+2.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.63% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $7,872 | $5,105+54.2% | $4,646+69.5% | $4,763+65.3% |
| Participant deferral / active EE | $6,806 | $7,183-5.2% | $6,843-0.5% | $5,983+13.7% |
| Admin fee / account holder | $18,125 | $10,811+67.7% | $9,312+94.6% | $11,252+61.1% |