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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 | $212,145 | $198,457+6.9% | $170,435+24.5% | $147,586+43.7% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 9.33% | 257.30%-248.0pp | 205.94%-196.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $6,974 | $6,183+12.8% | $5,432+28.4% | $4,876+43.0% |
| Participant deferral / active EE | $6,838 | $5,629+21.5% | $4,939+38.4% | $5,439+25.7% |
| Admin fee / account holder | $182,187 | $16,852+981.1% | $13,881+1212.5% | $10,886+1573.6% |