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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 | $211,412 | $198,457+6.5% | $170,435+24.0% | $147,586+43.2% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 12.19% | 257.30%-245.1pp | 205.94%-193.8pp | 578.59%-566.4pp |
| Employer contribution / active EE | $6,947 | $6,183+12.4% | $5,432+27.9% | $4,876+42.5% |
| Participant deferral / active EE | $7,129 | $5,629+26.6% | $4,939+44.3% | $5,439+31.1% |
| Admin fee / account holder | $99,652 | $16,852+491.3% | $13,881+617.9% | $10,886+815.4% |