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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 | $204,792 | $176,077+16.3% | $159,455+28.4% | $167,518+22.3% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 10.82% | 331.83%-321.0pp | 263.63%-252.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $2,713 | $5,298-48.8% | $4,830-43.8% | $4,838-43.9% |
| Participant deferral / active EE | $8,404 | $7,751+8.4% | $7,353+14.3% | $6,342+32.5% |
| Admin fee / account holder | $1,679 | $12,556-86.6% | $10,800-84.5% | $12,312-86.4% |