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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 | $240,518 | $209,422+14.8% | $178,503+34.7% | $158,982+51.3% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.69% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $5,315 | $5,707-6.9% | $5,011+6.1% | $4,763+11.6% |
| Participant deferral / active EE | $5,150 | $5,955-13.5% | $5,202-1.0% | $5,983-13.9% |
| Admin fee / account holder | $6,338 | $17,079-62.9% | $13,987-54.7% | $11,252-43.7% |