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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 | $175,212+25.1% | $149,682+46.4% | $139,427+57.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.84% | 166.63%-151.8pp | 134.35%-119.5pp | 373.27%-358.4pp |
| Employer contribution / active EE | $5,540 | $5,475+1.2% | $4,818+15.0% | $4,752+16.6% |
| Participant deferral / active EE | $4,852 | $6,520-25.6% | $5,681-14.6% | $6,711-27.7% |
| Admin fee / account holder | $4,989 | $16,150-69.1% | $13,210-62.2% | $11,404-56.3% |