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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 | $194,995 | $180,749+7.9% | $160,784+21.3% | $137,256+42.1% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 35.11% | 2234.46%-2199.4pp | 1803.92%-1768.8pp | 220.34%-185.2pp |
| Employer contribution / active EE | $1,677 | $4,155-59.6% | $3,733-55.1% | $4,156-59.6% |
| Participant deferral / active EE | $11,211 | $6,844+63.8% | $6,293+78.2% | $6,407+75.0% |
| Admin fee / account holder | $4,990 | $10,397-52.0% | $9,717-48.6% | $12,270-59.3% |