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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 | $203,184 | $175,259+15.9% | $149,723+35.7% | $139,487+45.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 13.10% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.7pp |
| Employer contribution / active EE | $4,014 | $5,478-26.7% | $4,821-16.7% | $4,755-15.6% |
| Participant deferral / active EE | $5,770 | $6,522-11.5% | $5,682+1.5% | $6,713-14.0% |
| Admin fee / account holder | $44,388 | $16,158+174.7% | $13,215+235.9% | $11,407+289.1% |