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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 | $238,138 | $175,259+35.9% | $149,723+59.1% | $139,487+70.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.94% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $10,394 | $5,478+89.7% | $4,821+115.6% | $4,755+118.6% |
| Participant deferral / active EE | $6,000 | $6,522-8.0% | $5,682+5.6% | $6,713-10.6% |
| Admin fee / account holder | $2,080 | $16,158-87.1% | $13,215-84.3% | $11,407-81.8% |