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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 | $249,806 | $198,457+25.9% | $170,435+46.6% | $147,586+69.3% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 25.92% | 257.30%-231.4pp | 205.94%-180.0pp | 578.59%-552.7pp |
| Employer contribution / active EE | $2,810 | $6,183-54.6% | $5,432-48.3% | $4,876-42.4% |
| Participant deferral / active EE | $4,821 | $5,629-14.4% | $4,939-2.4% | $5,439-11.4% |
| Admin fee / account holder | $5,586 | $16,852-66.9% | $13,881-59.8% | $10,886-48.7% |