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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 | $214,351 | $209,422+2.4% | $178,503+20.1% | $158,982+34.8% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 16.56% | 188.81%-172.2pp | 151.12%-134.6pp | 302.99%-286.4pp |
| Employer contribution / active EE | $5,604 | $5,707-1.8% | $5,011+11.8% | $4,763+17.7% |
| Participant deferral / active EE | $11,413 | $5,955+91.7% | $5,202+119.4% | $5,983+90.7% |
| Admin fee / account holder | $1,218 | $17,079-92.9% | $13,987-91.3% | $11,252-89.2% |