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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 | $191,702 | $203,483-5.8% | $152,473+25.7% | $167,553+14.4% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.2%+3.6pp | 82.1%-0.3pp |
| Annual return | 13.48% | 13.80%-0.3pp | 757.59%-744.1pp | 478.89%-465.4pp |
| Employer contribution / active EE | $9,090 | $5,219+74.2% | $4,326+110.1% | $4,840+87.8% |
| Participant deferral / active EE | $11,812 | $6,711+76.0% | $5,817+103.1% | $6,343+86.2% |
| Admin fee / account holder | $33,845 | $22,521+50.3% | $15,811+114.1% | $12,316+174.8% |