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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 | $183,908 | $209,422-12.2% | $178,503+3.0% | $158,982+15.7% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 19.93% | 188.81%-168.9pp | 151.12%-131.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,930 | $5,707-66.2% | $5,011-61.5% | $4,763-59.5% |
| Participant deferral / active EE | $5,418 | $5,955-9.0% | $5,202+4.1% | $5,983-9.5% |
| Admin fee / account holder | $1,881 | $17,079-89.0% | $13,987-86.6% | $11,252-83.3% |