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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 | $224,819 | $209,425+7.4% | $178,499+26.0% | $158,966+41.4% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.90% | 188.80%-179.9pp | 151.10%-142.2pp | 302.95%-294.0pp |
| Employer contribution / active EE | $1,991 | $5,707-65.1% | $5,011-60.3% | $4,762-58.2% |
| Participant deferral / active EE | $4,457 | $5,955-25.2% | $5,202-14.3% | $5,983-25.5% |
| Admin fee / account holder | $71,286 | $17,078+317.4% | $13,986+409.7% | $11,250+533.7% |