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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 | $178,413 | $209,847-15.0% | $189,520-5.9% | $167,518+6.5% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 11.63% | 748.45%-736.8pp | 555.25%-543.6pp | 478.71%-467.1pp |
| Employer contribution / active EE | $10,714 | $6,913+55.0% | $6,161+73.9% | $4,838+121.4% |
| Participant deferral / active EE | $6,140 | $8,934-31.3% | $8,220-25.3% | $6,342-3.2% |
| Admin fee / account holder | $3,371 | $14,295-76.4% | $12,046-72.0% | $12,312-72.6% |