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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 | $215,764 | $209,422+3.0% | $178,503+20.9% | $158,982+35.7% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 17.08% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $5,022 | $5,707-12.0% | $5,011+0.2% | $4,763+5.4% |
| Participant deferral / active EE | $2,536 | $5,955-57.4% | $5,202-51.2% | $5,983-57.6% |
| Admin fee / account holder | $1,908 | $17,079-88.8% | $13,987-86.4% | $11,252-83.0% |