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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 | $199,114 | $175,257+13.6% | $149,717+33.0% | $139,456+42.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.91% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $2,214 | $5,477-59.6% | $4,820-54.1% | $4,753-53.4% |
| Participant deferral / active EE | $8,192 | $6,521+25.6% | $5,682+44.2% | $6,711+22.1% |
| Admin fee / account holder | $35,657 | $16,156+120.7% | $13,213+169.9% | $11,407+212.6% |