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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 | $191,942 | $208,088-7.8% | $186,193+3.1% | $154,746+24.0% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.1%+13.4pp | 80.7%+9.8pp |
| Annual return | 14.00% | 89.97%-76.0pp | 78.03%-64.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $11,518 | $4,340+165.4% | $3,918+194.0% | $4,379+163.0% |
| Participant deferral / active EE | $5,684 | $7,078-19.7% | $6,513-12.7% | $6,730-15.5% |
| Admin fee / account holder | $1,656 | $11,698-85.8% | $11,058-85.0% | $14,365-88.5% |