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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 | $240,708 | $209,405+14.9% | $178,486+34.9% | $158,931+51.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 14.22% | 188.77%-174.6pp | 151.08%-136.9pp | 302.86%-288.6pp |
| Employer contribution / active EE | $5,697 | $5,707-0.2% | $5,011+13.7% | $4,761+19.7% |
| Participant deferral / active EE | $4,452 | $5,954-25.2% | $5,202-14.4% | $5,982-25.6% |
| Admin fee / account holder | $13,054 | $17,076-23.6% | $13,985-6.7% | $11,247+16.1% |