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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 | $206,726 | $209,425-1.3% | $178,499+15.8% | $158,966+30.0% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 11.07% | 188.80%-177.7pp | 151.10%-140.0pp | 302.95%-291.9pp |
| Employer contribution / active EE | $5,212 | $5,707-8.7% | $5,011+4.0% | $4,762+9.4% |
| Participant deferral / active EE | $3,923 | $5,955-34.1% | $5,202-24.6% | $5,983-34.4% |
| Admin fee / account holder | $15,330 | $17,078-10.2% | $13,986+9.6% | $11,250+36.3% |