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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 | $187,302 | $226,105-17.2% | $182,540+2.6% | $152,897+22.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 19.70% | 192.58%-172.9pp | 148.58%-128.9pp | 345.43%-325.7pp |
| Employer contribution / active EE | $6,721 | $4,978+35.0% | $4,076+64.9% | $4,764+41.1% |
| Participant deferral / active EE | $8,201 | $6,370+28.8% | $5,525+48.4% | $5,851+40.2% |
| Admin fee / account holder | $442 | $10,706-95.9% | $8,593-94.9% | $11,599-96.2% |