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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 | $201,597 | $209,425-3.7% | $178,499+12.9% | $158,966+26.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 12.71% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.2pp |
| Employer contribution / active EE | $11,966 | $5,707+109.7% | $5,011+138.8% | $4,762+151.3% |
| Participant deferral / active EE | $12,707 | $5,955+113.4% | $5,202+144.3% | $5,983+112.4% |
| Admin fee / account holder | $508 | $17,078-97.0% | $13,986-96.4% | $11,250-95.5% |