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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 | $207,654 | $209,422-0.8% | $178,503+16.3% | $158,982+30.6% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 13.81% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $9,840 | $5,707+72.4% | $5,011+96.4% | $4,763+106.6% |
| Participant deferral / active EE | $6,066 | $5,955+1.9% | $5,202+16.6% | $5,983+1.4% |
| Admin fee / account holder | $1,486 | $17,079-91.3% | $13,987-89.4% | $11,252-86.8% |