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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 | $197,357 | $176,105+12.1% | $159,474+23.8% | $167,536+17.8% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.37% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $2,589 | $5,299-51.1% | $4,831-46.4% | $4,839-46.5% |
| Participant deferral / active EE | $4,971 | $7,751-35.9% | $7,353-32.4% | $6,342-21.6% |
| Admin fee / account holder | $1,015 | $12,559-91.9% | $10,802-90.6% | $12,315-91.8% |