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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 | $184,529 | $209,425-11.9% | $178,499+3.4% | $158,966+16.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.34% | 188.80%-167.5pp | 151.10%-129.8pp | 302.95%-281.6pp |
| Employer contribution / active EE | $2,783 | $5,707-51.2% | $5,011-44.5% | $4,762-41.6% |
| Participant deferral / active EE | $6,171 | $5,955+3.6% | $5,202+18.6% | $5,983+3.1% |
| Admin fee / account holder | $7,285 | $17,078-57.3% | $13,986-47.9% | $11,250-35.2% |