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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 | $189,486 | $196,972-3.8% | $182,262+4.0% | $198,609-4.6% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 11.82% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,564 | $5,364-52.2% | $5,046-49.2% | $5,055-49.3% |
| Participant deferral / active EE | $8,068 | $8,643-6.7% | $8,276-2.5% | $6,977+15.6% |
| Admin fee / account holder | $1,843 | $18,429-90.0% | $16,712-89.0% | $19,030-90.3% |