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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 | $199,372 | $198,457+0.5% | $170,435+17.0% | $147,586+35.1% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 16.67% | 257.30%-240.6pp | 205.94%-189.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $5,722 | $6,183-7.5% | $5,432+5.3% | $4,876+17.3% |
| Participant deferral / active EE | $4,538 | $5,629-19.4% | $4,939-8.1% | $5,439-16.6% |
| Admin fee / account holder | $1,198 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |