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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 | $169,654 | $209,425-19.0% | $178,499-5.0% | $158,966+6.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.68% | 188.80%-169.1pp | 151.10%-131.4pp | 302.95%-283.3pp |
| Employer contribution / active EE | $5,927 | $5,707+3.9% | $5,011+18.3% | $4,762+24.5% |
| Participant deferral / active EE | $7,581 | $5,955+27.3% | $5,202+45.7% | $5,983+26.7% |
| Admin fee / account holder | $17,573 | $17,078+2.9% | $13,986+25.6% | $11,250+56.2% |