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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 | $190,779 | $209,425-8.9% | $178,499+6.9% | $158,966+20.0% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.57% | 188.80%-176.2pp | 151.10%-138.5pp | 302.95%-290.4pp |
| Employer contribution / active EE | $7,804 | $5,707+36.7% | $5,011+55.7% | $4,762+63.9% |
| Participant deferral / active EE | $9,024 | $5,955+51.5% | $5,202+73.5% | $5,983+50.8% |
| Admin fee / account holder | $11,680 | $17,078-31.6% | $13,986-16.5% | $11,250+3.8% |