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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 | $184,247 | $209,428-12.0% | $178,498+3.2% | $158,950+15.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.25% | 188.78%-173.5pp | 151.09%-135.8pp | 302.91%-287.7pp |
| Employer contribution / active EE | $16,692 | $5,707+192.5% | $5,011+233.1% | $4,762+250.5% |
| Participant deferral / active EE | $9,315 | $5,955+56.4% | $5,202+79.1% | $5,983+55.7% |
| Admin fee / account holder | $1,007 | $17,077-94.1% | $13,985-92.8% | $11,248-91.0% |