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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 | $190,217 | $198,457-4.2% | $170,435+11.6% | $147,586+28.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.29% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,124 | $6,183-65.7% | $5,432-60.9% | $4,876-56.4% |
| Participant deferral / active EE | $5,684 | $5,629+1.0% | $4,939+15.1% | $5,439+4.5% |
| Admin fee / account holder | $1,900 | $16,852-88.7% | $13,881-86.3% | $10,886-82.5% |