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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 | $249,043 | $209,422+18.9% | $178,503+39.5% | $158,982+56.6% |
| Participation rate | 81.0% | 86.4%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 13.23% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $9,444 | $5,707+65.5% | $5,011+88.5% | $4,763+98.3% |
| Participant deferral / active EE | $11,990 | $5,955+101.3% | $5,202+130.5% | $5,983+100.4% |
| Admin fee / account holder | $74,043 | $17,079+333.5% | $13,987+429.4% | $11,252+558.1% |