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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 | $194,592 | $184,000+5.8% | $162,185+20.0% | $152,909+27.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 20.00% | 150.80%-130.8pp | 115.61%-95.6pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,968 | $6,370-69.1% | $5,613-64.9% | $4,764-58.7% |
| Participant deferral / active EE | $4,972 | $8,033-38.1% | $7,297-31.9% | $5,851-15.0% |
| Admin fee / account holder | $11,829 | $13,124-9.9% | $10,844+9.1% | $11,601+2.0% |