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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 | $215,178 | $175,257+22.8% | $149,717+43.7% | $139,456+54.3% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 12.92% | 166.70%-153.8pp | 134.41%-121.5pp | 373.45%-360.5pp |
| Employer contribution / active EE | $5,436 | $5,477-0.8% | $4,820+12.8% | $4,753+14.4% |
| Participant deferral / active EE | $4,935 | $6,521-24.3% | $5,682-13.2% | $6,711-26.5% |
| Admin fee / account holder | $5,565 | $16,156-65.6% | $13,213-57.9% | $11,407-51.2% |