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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 | $177,918 | $209,425-15.0% | $178,499-0.3% | $158,966+11.9% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 11.61% | 188.80%-177.2pp | 151.10%-139.5pp | 302.95%-291.3pp |
| Employer contribution / active EE | $6,938 | $5,707+21.6% | $5,011+38.5% | $4,762+45.7% |
| Participant deferral / active EE | $7,089 | $5,955+19.0% | $5,202+36.3% | $5,983+18.5% |
| Admin fee / account holder | $1,226 | $17,078-92.8% | $13,986-91.2% | $11,250-89.1% |