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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 | $224,309 | $209,422+7.1% | $178,503+25.7% | $158,982+41.1% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.00% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $4,295 | $5,707-24.7% | $5,011-14.3% | $4,763-9.8% |
| Participant deferral / active EE | $7,306 | $5,955+22.7% | $5,202+40.4% | $5,983+22.1% |
| Admin fee / account holder | $1,784 | $17,079-89.6% | $13,987-87.2% | $11,252-84.1% |