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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 | $183,519 | $196,972-6.8% | $182,262+0.7% | $198,609-7.6% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 20.17% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $10,159 | $5,364+89.4% | $5,046+101.3% | $5,055+100.9% |
| Participant deferral / active EE | $15,233 | $8,643+76.2% | $8,276+84.0% | $6,977+118.3% |
| Admin fee / account holder | $2,071 | $18,429-88.8% | $16,712-87.6% | $19,030-89.1% |