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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 | $247,769 | $209,422+18.3% | $178,503+38.8% | $158,982+55.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 12.16% | 188.81%-176.6pp | 151.12%-139.0pp | 302.99%-290.8pp |
| Employer contribution / active EE | $9,806 | $5,707+71.8% | $5,011+95.7% | $4,763+105.9% |
| Participant deferral / active EE | $6,523 | $5,955+9.5% | $5,202+25.4% | $5,983+9.0% |
| Admin fee / account holder | $1,724 | $17,079-89.9% | $13,987-87.7% | $11,252-84.7% |