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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 | $201,145 | $202,342-0.6% | $172,752+16.4% | $152,897+31.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.02% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,067 | $5,858-64.7% | $5,144-59.8% | $4,764-56.6% |
| Participant deferral / active EE | $3,492 | $5,948-41.3% | $5,198-32.8% | $5,851-40.3% |
| Admin fee / account holder | $1,349 | $17,111-92.1% | $13,955-90.3% | $11,599-88.4% |