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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 | $215,250 | $175,259+22.8% | $149,723+43.8% | $139,487+54.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 17.53% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $5,000 | $5,478-8.7% | $4,821+3.7% | $4,755+5.2% |
| Participant deferral / active EE | $8,219 | $6,522+26.0% | $5,682+44.6% | $6,713+22.4% |
| Admin fee / account holder | $3,496 | $16,158-78.4% | $13,215-73.5% | $11,407-69.4% |