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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 | $202,547 | $217,432-6.8% | $185,851+9.0% | $167,553+20.9% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.89% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $5,688 | $5,874-3.2% | $5,168+10.0% | $4,840+17.5% |
| Participant deferral / active EE | $6,887 | $6,357+8.3% | $5,569+23.7% | $6,343+8.6% |
| Admin fee / account holder | $3,484 | $19,820-82.4% | $16,245-78.6% | $12,316-71.7% |