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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 | $210,614 | $175,259+20.2% | $149,723+40.7% | $139,487+51.0% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 16.80% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $5,013 | $5,478-8.5% | $4,821+4.0% | $4,755+5.4% |
| Participant deferral / active EE | $6,018 | $6,522-7.7% | $5,682+5.9% | $6,713-10.3% |
| Admin fee / account holder | $3,025 | $16,158-81.3% | $13,215-77.1% | $11,407-73.5% |