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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 | $197,423 | $226,135-12.7% | $182,558+8.1% | $152,909+29.1% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.0%-1.1pp | 82.5%-5.5pp |
| Annual return | 18.57% | 192.60%-174.0pp | 148.59%-130.0pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,866 | $4,979-42.4% | $4,076-29.7% | $4,764-39.8% |
| Participant deferral / active EE | $6,778 | $6,371+6.4% | $5,526+22.7% | $5,851+15.8% |
| Admin fee / account holder | $2,451 | $10,707-77.1% | $8,594-71.5% | $11,601-78.9% |