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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 | $226,677 | $210,698+7.6% | $178,014+27.3% | $145,959+55.3% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 17.60% | 386.27%-368.7pp | 294.80%-277.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,443 | $4,567-46.5% | $3,950-38.1% | $4,661-47.6% |
| Participant deferral / active EE | $5,970 | $6,958-14.2% | $6,276-4.9% | $6,689-10.7% |
| Admin fee / account holder | $5,093 | $12,016-57.6% | $10,362-50.8% | $13,398-62.0% |