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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 | $210,965 | $289,211-27.1% | $260,467-19.0% | $198,609+6.2% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 10.76% | 112.90%-102.1pp | 100.60%-89.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $4,839 | $4,663+3.8% | $4,239+14.2% | $5,055-4.3% |
| Participant deferral / active EE | $7,005 | $6,812+2.8% | $6,319+10.8% | $6,977+0.4% |
| Admin fee / account holder | $1,684 | $16,236-89.6% | $15,461-89.1% | $19,030-91.1% |