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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 | $234,875 | $209,422+12.2% | $178,503+31.6% | $158,982+47.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 11.67% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.3pp |
| Employer contribution / active EE | $4,236 | $5,707-25.8% | $5,011-15.5% | $4,763-11.1% |
| Participant deferral / active EE | $3,085 | $5,955-48.2% | $5,202-40.7% | $5,983-48.4% |
| Admin fee / account holder | $9,668 | $17,079-43.4% | $13,987-30.9% | $11,252-14.1% |