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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 | $249,355 | $198,457+25.6% | $170,435+46.3% | $147,586+69.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 14.88% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,771 | $6,183-6.7% | $5,432+6.2% | $4,876+18.3% |
| Participant deferral / active EE | $3,231 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $3,889 | $16,852-76.9% | $13,881-72.0% | $10,886-64.3% |