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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 | $196,342 | $209,422-6.2% | $178,503+10.0% | $158,982+23.5% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 12.90% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $7,050 | $5,707+23.5% | $5,011+40.7% | $4,763+48.0% |
| Participant deferral / active EE | $3,877 | $5,955-34.9% | $5,202-25.5% | $5,983-35.2% |
| Admin fee / account holder | $22,740 | $17,079+33.1% | $13,987+62.6% | $11,252+102.1% |