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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 | $197,185 | $209,428-5.8% | $178,498+10.5% | $158,950+24.1% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 12.00% | 188.78%-176.8pp | 151.09%-139.1pp | 302.91%-290.9pp |
| Employer contribution / active EE | $6,802 | $5,707+19.2% | $5,011+35.7% | $4,762+42.8% |
| Participant deferral / active EE | $4,098 | $5,955-31.2% | $5,202-21.2% | $5,983-31.5% |
| Admin fee / account holder | $2,856 | $17,077-83.3% | $13,985-79.6% | $11,248-74.6% |