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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 | $201,155 | $209,422-3.9% | $178,503+12.7% | $158,982+26.5% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 10.92% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $2,675 | $5,707-53.1% | $5,011-46.6% | $4,763-43.8% |
| Participant deferral / active EE | $7,918 | $5,955+33.0% | $5,202+52.2% | $5,983+32.3% |
| Admin fee / account holder | $6,054 | $17,079-64.6% | $13,987-56.7% | $11,252-46.2% |