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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 | $175,994 | $226,105-22.2% | $182,540-3.6% | $152,897+15.1% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.5%+5.8pp |
| Annual return | 20.46% | 192.58%-172.1pp | 148.58%-128.1pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,698 | $4,978-65.9% | $4,076-58.3% | $4,764-64.4% |
| Participant deferral / active EE | $6,191 | $6,370-2.8% | $5,525+12.1% | $5,851+5.8% |
| Admin fee / account holder | $1,688 | $10,706-84.2% | $8,593-80.4% | $11,599-85.5% |