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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 | $233,003 | $209,422+11.3% | $178,503+30.5% | $158,982+46.6% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 9.66% | 188.81%-179.1pp | 151.12%-141.5pp | 302.99%-293.3pp |
| Employer contribution / active EE | $3,585 | $5,707-37.2% | $5,011-28.5% | $4,763-24.7% |
| Participant deferral / active EE | $6,771 | $5,955+13.7% | $5,202+30.2% | $5,983+13.2% |
| Admin fee / account holder | $218,083 | $17,079+1176.9% | $13,987+1459.2% | $11,252+1838.2% |