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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 | $183,424 | $198,457-7.6% | $170,435+7.6% | $147,586+24.3% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 15.14% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,921 | $6,183-68.9% | $5,432-64.6% | $4,876-60.6% |
| Participant deferral / active EE | $7,913 | $5,629+40.6% | $4,939+60.2% | $5,439+45.5% |
| Admin fee / account holder | $5,340 | $16,852-68.3% | $13,881-61.5% | $10,886-50.9% |