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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 | $194,133 | $209,422-7.3% | $178,503+8.8% | $158,982+22.1% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 30.24% | 188.81%-158.6pp | 151.12%-120.9pp | 302.99%-272.8pp |
| Employer contribution / active EE | $1,572 | $5,707-72.5% | $5,011-68.6% | $4,763-67.0% |
| Participant deferral / active EE | $8,418 | $5,955+41.4% | $5,202+61.8% | $5,983+40.7% |
| Admin fee / account holder | $889 | $17,079-94.8% | $13,987-93.6% | $11,252-92.1% |