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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 | $211,862 | $209,422+1.2% | $178,503+18.7% | $158,982+33.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.39% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $3,044 | $5,707-46.7% | $5,011-39.3% | $4,763-36.1% |
| Participant deferral / active EE | $8,197 | $5,955+37.7% | $5,202+57.6% | $5,983+37.0% |
| Admin fee / account holder | $1,556 | $17,079-90.9% | $13,987-88.9% | $11,252-86.2% |