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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 | $213,927 | $175,259+22.1% | $149,723+42.9% | $139,487+53.4% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 21.83% | 166.82%-145.0pp | 134.50%-112.7pp | 373.84%-352.0pp |
| Employer contribution / active EE | $6,221 | $5,478+13.5% | $4,821+29.0% | $4,755+30.8% |
| Participant deferral / active EE | $4,062 | $6,522-37.7% | $5,682-28.5% | $6,713-39.5% |
| Admin fee / account holder | $1,171 | $16,158-92.8% | $13,215-91.1% | $11,407-89.7% |