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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 | $209,542 | $198,470+5.6% | $170,444+22.9% | $147,585+42.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.24% | 257.30%-248.1pp | 205.94%-196.7pp | 578.56%-569.3pp |
| Employer contribution / active EE | $6,276 | $6,184+1.5% | $5,433+15.5% | $4,876+28.7% |
| Participant deferral / active EE | $2,664 | $5,629-52.7% | $4,939-46.1% | $5,439-51.0% |
| Admin fee / account holder | $9,762 | $16,852-42.1% | $13,881-29.7% | $10,885-10.3% |