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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 | $219,367 | $175,231+25.2% | $149,696+46.5% | $139,466+57.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 21.76% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $9,717 | $5,478+77.4% | $4,821+101.6% | $4,754+104.4% |
| Participant deferral / active EE | $5,762 | $6,521-11.6% | $5,682+1.4% | $6,712-14.2% |
| Admin fee / account holder | $1,257 | $16,155-92.2% | $13,212-90.5% | $11,409-89.0% |