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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 | $230,288 | $175,259+31.4% | $149,723+53.8% | $139,487+65.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.04% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $3,305 | $5,478-39.7% | $4,821-31.5% | $4,755-30.5% |
| Participant deferral / active EE | $8,612 | $6,522+32.1% | $5,682+51.6% | $6,713+28.3% |
| Admin fee / account holder | $34,403 | $16,158+112.9% | $13,215+160.3% | $11,407+201.6% |