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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 | $223,736 | $209,422+6.8% | $178,503+25.3% | $158,982+40.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 22.73% | 188.81%-166.1pp | 151.12%-128.4pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,508 | $5,707-56.1% | $5,011-50.0% | $4,763-47.3% |
| Participant deferral / active EE | $7,222 | $5,955+21.3% | $5,202+38.8% | $5,983+20.7% |
| Admin fee / account holder | $1,191 | $17,079-93.0% | $13,987-91.5% | $11,252-89.4% |