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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 | $217,248 | $175,231+24.0% | $149,696+45.1% | $139,466+55.8% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 16.09% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,665 | $5,478-69.6% | $4,821-65.5% | $4,754-65.0% |
| Participant deferral / active EE | $4,721 | $6,521-27.6% | $5,682-16.9% | $6,712-29.7% |
| Admin fee / account holder | $1,556 | $16,155-90.4% | $13,212-88.2% | $11,409-86.4% |