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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 | $202,268 | $209,422-3.4% | $178,503+13.3% | $158,982+27.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.30% | 188.81%-173.5pp | 151.12%-135.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,906 | $5,707-49.1% | $5,011-42.0% | $4,763-39.0% |
| Participant deferral / active EE | $3,471 | $5,955-41.7% | $5,202-33.3% | $5,983-42.0% |
| Admin fee / account holder | $656 | $17,079-96.2% | $13,987-95.3% | $11,252-94.2% |