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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 | $219,143 | $175,259+25.0% | $149,723+46.4% | $139,487+57.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.84% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $5,540 | $5,478+1.1% | $4,821+14.9% | $4,755+16.5% |
| Participant deferral / active EE | $4,852 | $6,522-25.6% | $5,682-14.6% | $6,713-27.7% |
| Admin fee / account holder | $4,989 | $16,158-69.1% | $13,215-62.2% | $11,407-56.3% |