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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 | $229,617 | $208,088+10.3% | $186,193+23.3% | $154,746+48.4% |
| Participation rate | 91.3% | 80.0%+11.3pp | 77.1%+14.2pp | 80.7%+10.6pp |
| Annual return | 19.69% | 89.97%-70.3pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $12,415 | $4,340+186.1% | $3,918+216.8% | $4,379+183.5% |
| Participant deferral / active EE | $5,833 | $7,078-17.6% | $6,513-10.4% | $6,730-13.3% |
| Admin fee / account holder | $2,776 | $11,698-76.3% | $11,058-74.9% | $14,365-80.7% |