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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 | $191,841 | $198,457-3.3% | $170,435+12.6% | $147,586+30.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 20.81% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $4,871 | $6,183-21.2% | $5,432-10.3% | $4,876-0.1% |
| Participant deferral / active EE | $9,202 | $5,629+63.5% | $4,939+86.3% | $5,439+69.2% |
| Admin fee / account holder | $825 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |