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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 | $211,771 | $198,457+6.7% | $170,435+24.3% | $147,586+43.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.87% | 257.30%-238.4pp | 205.94%-187.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $4,204 | $6,183-32.0% | $5,432-22.6% | $4,876-13.8% |
| Participant deferral / active EE | $3,472 | $5,629-38.3% | $4,939-29.7% | $5,439-36.2% |
| Admin fee / account holder | $1,787 | $16,852-89.4% | $13,881-87.1% | $10,886-83.6% |