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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 | $233,154 | $209,425+11.3% | $178,499+30.6% | $158,966+46.7% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 28.90% | 188.80%-159.9pp | 151.10%-122.2pp | 302.95%-274.1pp |
| Employer contribution / active EE | $2,923 | $5,707-48.8% | $5,011-41.7% | $4,762-38.6% |
| Participant deferral / active EE | $11,140 | $5,955+87.1% | $5,202+114.1% | $5,983+86.2% |
| Admin fee / account holder | $9,330 | $17,078-45.4% | $13,986-33.3% | $11,250-17.1% |