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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 | $238,363 | $209,425+13.8% | $178,499+33.5% | $158,966+49.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.84% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $3,112 | $5,707-45.5% | $5,011-37.9% | $4,762-34.7% |
| Participant deferral / active EE | $6,118 | $5,955+2.7% | $5,202+17.6% | $5,983+2.3% |
| Admin fee / account holder | $3,443 | $17,078-79.8% | $13,986-75.4% | $11,250-69.4% |