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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 | $246,227 | $209,422+17.6% | $178,503+37.9% | $158,982+54.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.72% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $5,957 | $5,707+4.4% | $5,011+18.9% | $4,763+25.1% |
| Participant deferral / active EE | $6,939 | $5,955+16.5% | $5,202+33.4% | $5,983+16.0% |
| Admin fee / account holder | $1,015 | $17,079-94.1% | $13,987-92.7% | $11,252-91.0% |