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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 | $232,617 | $209,428+11.1% | $178,498+30.3% | $158,950+46.3% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 11.25% | 188.78%-177.5pp | 151.09%-139.8pp | 302.91%-291.7pp |
| Employer contribution / active EE | $7,905 | $5,707+38.5% | $5,011+57.8% | $4,762+66.0% |
| Participant deferral / active EE | $4,927 | $5,955-17.3% | $5,202-5.3% | $5,983-17.6% |
| Admin fee / account holder | $12,785 | $17,077-25.1% | $13,985-8.6% | $11,248+13.7% |