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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 | $214,462 | $198,457+8.1% | $170,435+25.8% | $147,586+45.3% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 9.21% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $3,300 | $6,183-46.6% | $5,432-39.2% | $4,876-32.3% |
| Participant deferral / active EE | $5,671 | $5,629+0.7% | $4,939+14.8% | $5,439+4.3% |
| Admin fee / account holder | $21,695 | $16,852+28.7% | $13,881+56.3% | $10,886+99.3% |