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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 | $211,086 | $198,457+6.4% | $170,435+23.9% | $147,586+43.0% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 13.25% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $7,771 | $6,183+25.7% | $5,432+43.1% | $4,876+59.4% |
| Participant deferral / active EE | $4,298 | $5,629-23.6% | $4,939-13.0% | $5,439-21.0% |
| Admin fee / account holder | $32,426 | $16,852+92.4% | $13,881+133.6% | $10,886+197.9% |